Client Service Onboarding Specialist
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Job Description
Client Service Onboarding Specialist managing client onboarding processes at Oakwell Private Wealth Management. Handling client requests and maintaining client data in CRM with a focus on efficiency and accuracy.
Responsibilities:
- Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos
- Knowledge on how to open all types of complex accounts (trusts, corporation, 401ks)
- Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
- Assist Advisors with client meeting prep and follow-up tasks
- Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
- Maintain and update client data in our CRM
- Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team
- Attend Zoom meetings with clients and team members
Requirements:
- 5 years plus experience in wealth management/financial planning
- Adept and skilled with technology and 3rd party software
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software quickly
- Experience with our custodian and software is not required, but will be a plus: Charles Schwab, Fidelity, Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile, Docusign
Benefits:
- Fully remote position
- Firm pays 75% of health care cost for employee
- 401(k) with company match
- Travel reimbursement
- 20 days of PTO and additional firm holidays
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