Onboarding & Static Data Specialist – Front Office Partner

Posted yesterday

phyton talent advisorsSan Diego (CA)

New Accounts Clerks Investment Banking and Securities Intermediation

SENIORITY

Senior

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About the role

A financial services firm in San Diego is seeking a motivated Account Opening Specialist to manage the client onboarding process and maintain static data accuracy. This role involves close collaboration with multiple teams including Front Office and Compliance. The ideal candidate will possess strong experience in Static Data within a broker-dealer setting, excellent communication skills, and the ability to thrive in a fast-paced environment. This position is in-office five days a week, presenting a strong opportunity for visibility and impact within the organization.

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