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Accounts Onboarding Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-07
Listing for:
Sequoia Financial Group
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
A financial services firm located in Phoenix, AZ is seeking an Account Opening Specialist to support advisor teams and client account openings. In this role, you will provide outstanding customer support, process new account requests, and ensure compliance with company policies. Candidates should have at least 2 years of experience in financial services or banking, alongside strong communication skills and proficiency in Microsoft Office.
This opportunity offers professional growth within a dedicated team.
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