Client Service Onboarding Specialist
New
R
RIA RecruitingWealth Management
This position is open to candidates in Eastern, Central, and Mountain time zones., Eastern, Central, MountainFull-TimeMiddle
Salary$65k - $80k / year
Apply NowOpens the employer's application page
Job Details
- Experience
- 5 years plus
- Required Skills
- Account ManagementCRM
Requirements
- 5 years plus experience in wealth management/financial planning
- Adept and skilled with technology and 3rd party software
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Strong organization skills and attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently
- Ability to learn and implement new technology quickly
- Strong communication skills
Responsibilities
- Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos
- Open complex accounts including trusts, corporations, and 401ks
- Respond to client requests with timeliness and accuracy
- Assist Advisors with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, and money movements
- Maintain and update client data in CRM
- Set a high standard of client interaction
- Attend Zoom meetings with clients and team members
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