Client Service Onboarding Specialist

Job Summary

Client Service Onboarding Specialist is a full-time, fully remote position responsible for preparing new client onboardings, processing account applications, and maintaining client data.

Key Responsibilities

• Prepare for new client onboardings by handling disclosures, workflows, and documentation
• Respond to client requests accurately and assist Advisors with meeting preparations
• Maintain and update client data in the CRM and set high standards for client interactions

Required Qualifications

• 5+ years of experience in wealth management or financial planning
• Proficient with technology and third-party software
• Strong organizational skills and ability to prioritize tasks
• Ability to work independently and manage time effectively
• Experience with custodians and software such as Charles Schwab or Fidelity is a plus