Client Onboarding Specialist
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Job Summary
Working remotely on a full-time basis, the Client Onboarding Specialist will serve as the primary point of contact for investment clients, facilitating account establishment, asset transfers, and onboarding processes while delivering personalized service.
Key responsibilities
- Facilitate cash management and asset movement transactions, including ACATS transfers and wire transfers
- Coordinate with external financial institutions to assist clients with account transfers and required documentation
- Proactively follow up with clients to resolve onboarding requirements and ensure timely account funding
Required qualifications
- High school diploma or equivalent required
- Knowledge of investment products and financial services operations
- Familiarity with account opening documentation and client onboarding workflows
- Ability to work effectively within a digital financial services environment
- Minimum of 2 years of experience in financial services operations or client onboarding
Complete Job Description
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