Client Onboarding Specialist

Job Description

Our Wealth Operations team is seeking a Client Onboarding & Transfers Specialist to support the onboarding of new wealth management clients and the transfer of investment accounts. This role plays a critical part in ensuring a seamless client onboarding experience by processing account documentation, coordinating transfers, and partnering closely with Investment Advisors to facilitate the movement of assets.

The ideal candidate is highly organized, detail-oriented, and an excellent communicator who can manage multiple onboarding cases simultaneously in a fast-paced environment.

Required Skills & Experience

• 1-3 years of experience in operations, onboarding, administrative support, or account processing.

• Knowledge of account onboarding, investment account transfers, or financial documentation.

• Experience supporting advisors, clients, or operational teams in a regulated environment.

• Strong verbal and written communication skills.

• Exceptional organizational and time management abilities.

• Ability to manage multiple tasks and priorities simultaneously.

• High attention to detail and accuracy.

Proficiency with Microsoft Office Suite and working across multiple systems.

Nice to Have Skills & Experience

Experience within wealth management, banking, financial services, or investment operations.

Day to Day Responsibilities

• Review and process new client account applications and documentation.

• Validate information across multiple internal systems and ensure accuracy and completeness.

• Follow up with Investment Advisors regarding missing documentation or outstanding requirements.

• Initiate and track account transfer requests from external financial institutions.

• Manage multiple onboarding cases concurrently while maintaining service level expectations.

• Escalate issues, discrepancies, and documentation gaps as required.

• Maintain accurate records and documentation throughout the onboarding and transfer process.

• Support a seamless and compliant onboarding experience for clients and advisors.

Monitor outstanding requests and proactively follow up to keep cases moving forward.

Compensation:

$25/h

Exact compensation may vary based on several factors, including skills, experience, and education.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.