Senior Client Onboarding Specialist

Job Summary

Serving as the primary point of contact for new high net worth clients, the full-time Senior Client Onboarding Specialist will manage the onboarding and asset transfer process remotely, providing exceptional service and support throughout.

Key responsibilities

• Manage cash and asset movement activities, including ACATS, wire transfers, and ACH transfers
• Facilitate communication with external financial institutions and assist clients with required documentation
• Mentor team members and participate in department meetings to enhance operational efficiency

Required qualifications

• High school diploma or GED required; Bachelor's degree in business preferred
• Minimum of 2 years of experience in financial services operations or customer service, specifically in client onboarding
• Experience with investment advisory client service activities, including ACATS and IRA distributions
• Knowledge of regulatory-driven policies and compliance requirements
• Experience working with broker-dealer custodians and financial services workflow technology