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Client Services & Onboarding Coordinator
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-08-31
Listing for:
One Day in July
Full Time
position Listed on 2026-08-31
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
One Day In July, a Burlington-based investment firm, seeks a Client Services Associate to support financial advisors, manage onboarding, and maintain client records in Charles Schwab and the company CRM.
Based in our St. Petersburg, FL office, you will handle calls, schedule meetings, coordinate paperwork, and ensure compliance while delivering superior service to clients. The role offers $65,000–$75,000, a Mac laptop, 401k with matching, and paid vacation.
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