Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding Specialist to assist with onboarding new client accounts and business.

Key Responsibilities

• Support Advisor Teams in completing client paperwork and account setup for efficient onboarding
• Build and maintain relationships with Advisor Teams and communicate effectively to resolve client issues
• Document and implement best practices for onboarding processes to enhance efficiency and client satisfaction

Required Qualifications

• 4-year college degree preferred
• 3+ years of industry experience
• Proficient with Microsoft Office
• Experience with Charles Schwab Advisor Center and/or Fidelity Wealthscape is preferred
• Understanding of financial terminology and products