Financial Services Onboarding Specialist - Spherion

Spherion Naples is seeking a Client Onboarding Specialist to play a key role in ensuring seamless account setup and management for our valued clients. In this pivotal position, you will provide essential support to Advisors and Client Services Associates by managing all aspects of onboarding new and existing client account relationships.

Responsibilities:
Prepare and process new account paperwork for various custodians and sponsor companies.
Organize and maintain client files, ensuring all documentation is accurately scanned and filed.
Handle administrative and clerical tasks to support efficient back-office operations.
Ensure compliance and accuracy in onboarding procedures, meeting industry standards.
Collaborate with team members to enhance workflows and client satisfaction.

Working hours: 8:00 AM - 5:00 PM

Skills:
This role is currently a back-office position. However, for the right candidate, there is an opportunity to grow into a client-facing role and expand responsibilities over time. A full benefits package will include 401k, Flexible Spending Account, Health Insurance, Paid Time Off and more.

Education:
High School

Experience:
1-4 years

Qualifications:
High School Diploma
Previous exposure to financial services or familiarity with brokerage terminology is highly desirable.
2+ years proven office administration experience with a focus on organization and accuracy.
Proficiency in Microsoft Office, especially Excel.
Excellent numerical aptitude and analytical skills.
Ability to work independently while thriving in a collaborative team environment.
Proactive, organized, and capable of managing multiple tasks effectively.


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We offer weekly open interviews Mondays thru Fridays 9:30am-1:30pm

Walk-ins welcome, want to skip the wait....
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview!
We are located at:
4964 Tamiami Trail North
Naples, FL 34103

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).