Client Onboarding Specialist
Job Summary
Managing the onboarding process for complex accounts, the full-time Client Onboarding Specialist will oversee new client account openings, ensure compliance with regulations, and serve as a subject matter expert while working remotely across the United States.
Key responsibilities
- Independently manage onboarding for standard and complex account types, ensuring accurate documentation and compliance
- Perform quality reviews of onboarding documentation and resolve account-opening issues in collaboration with internal teams
- Provide training and mentorship to junior onboarding team members while identifying opportunities for process improvement
Required qualifications
- 5+ years of financial services experience with hands-on client onboarding and account-opening experience
- Experience with complex accounts, including trusts, estates, LLCs, and corporations
- Strong knowledge of account registrations and documentation requirements
- Experience with Schwab Advisor Center and/or Fidelity WealthScape preferred
- 4-year college degree preferred
Complete Job Description
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