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Account & Onboarding Specialist; Financial Services

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Account Opening & Onboarding Specialist (Financial Services)
A financial services firm in Phoenix, AZ, is seeking an Account Opening Specialist to provide excellent customer support and manage new account requests. Ideal candidates should have at least 2 years of service or support experience, preferably in banking or financial services. Strong organizational, communication skills, and proficiency in Microsoft tools are essential. This full-time role offers the opportunity to grow within a values-driven environment focused on enriching lives.
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