Hybrid Client Onboarding & Accounts Specialist
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-07-21
Listing for:
Equity Trust Company
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Equity Trust Company in Fort Myers, FL, is seeking a Client Onboarding Specialist to establish and fund new accounts and strengthen client relationships. The role interfaces with Sales, Client Services, and Operations to drive loyalty, referrals, and retention.
The ideal candidate has a Bachelor’s degree or 2+ years in financial services, excellent communication skills, and strong teamwork. The position offers a hybrid schedule after probation, with responsibilities across onboarding and process
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