About this role
Associate, Client Onboarding Specialist at IEQ Capital. Location: Foster City, California, United States. Role: owning onboarding, coordinating stakeholders, gathering documentation Requirements: Bachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus. Category: Business Operations Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English