Client Onboarding & Operations Specialist - Equity

Allocate Holdings Inc.

Palo Alto, CA, United States

$80,000

Full Time

Expires On: 02/13/2026

A financial services firm in Palo Alto is seeking an experienced Implementation Specialist responsible for client onboarding and ongoing support. The ideal candidate will manage implementation projects, ensure data accuracy, and enhance client experiences. The role requires strong project management skills and a technology proficiency. This full-time role offers a salary range of $80,000 - $110,000 plus benefits and equity. #J-18808-Ljbffr

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