Client Onboarding Specialist

November 12

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Wealth Enhancement Group

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Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• Support Advisor Teams in onboarding client accounts • Complete client paperwork and account setup • Ensure onboarding activities comply with regulations and internal policies • Promote centralized services to Advisor Teams • Build strong relationships with Regional Vice Presidents • Participate in developing service processes • Continuously improve onboarding processes for efficiency and satisfaction • Demonstrate knowledge of financial products and services

Requirements

• 4-year college degree preferred • 3+ years of industry experience • Strong attention to detail • Ability to prioritize workflow and projects; able to work with deadlines and flexible under pressure • Strong written documentation, version management and organization skills • Relationship and change management exposure, ability to have professional interactions in stressful situations • Good problem-solving skills • Ability to work as a Team Member; positive solution-focused attitude • Proficient with Microsoft Office

Benefits

• Training and professional development • Medical and dental coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care spending account • Vision coverage • Wellness programs and resources • Life insurance – employer paid • Short-term and long-term disability – employer paid • Paid Time Off • 10 paid holidays each year • Paid parental leave • Tuition reimbursement