White-Glove Client Onboarding Lead

IEQ Capital; Foster City (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

IEQ Capital in Foster City is seeking a Client Onboarding Specialist to manage a high-touch onboarding experience for clients. You will coordinate client onboarding from initial intake to account opening, ensuring precise communication and documentation handling.

The ideal candidate has a Bachelor's degree, 1-3 years of relevant experience, and exceptional organizational skills. This role offers a competitive salary range from $70,000 to $100,000, based on skills and experience.

Qualifications

• 1-3+ years of relevant experience in client service or financial services.
• Strong attention to detail and ability to manage multiple workflows.
• Proven ability to propose practical solutions.

Responsibilities

• Coordinate the end-to-end client onboarding process.
• Facilitate communication between clients and internal teams.
• Review and organize client data and documentation.

Skills

Client service orientation

Communication skills

Organizational skills

Emotional intelligence

Education

Bachelor's degree

Tools

Salesforce

Job description

IEQ Capital in Foster City is seeking a Client Onboarding Specialist to manage a high-touch onboarding experience for clients. You will coordinate client onboarding from initial intake to account opening, ensuring precise communication and documentation handling.

The ideal candidate has a Bachelor's degree, 1-3 years of relevant experience, and exceptional organizational skills. This role offers a competitive salary range from $70,000 to $100,000, based on skills and experience.