Job Title : Client Onboarding Specialist
Location : Andover, MA
Position Overview : A growing wealth management firm is seeking a Client Onboarding Specialist to join their team. The role involves welcoming new clients, ensuring a smooth onboarding process by preparing business applications, obtaining necessary signatures, and coordinating with advisors and third parties.
This position is critical in maintaining a compliant and efficient workflow, while building strong client relationships.
The ideal candidate will be highly organized, detail-oriented, and capable of thriving in a fast-paced environment.
Key Responsibilities :
- Prepare all necessary documentation, including applications, forms, and authorizations, prior to client meetings.
- Collaborate with advisors to execute client instructions, obtain signatures, and process paperwork through systems such as DocuSign and Fidelity Wealthscape.
- Maintain clear, professional communication with clients, advisors, clearing firms, and third-party providers to ensure timely business processing.
- Track and manage submitted business, ensuring timely follow-up and resolution of outstanding items.
- Report progress during weekly staff meetings and ensure all onboarding tasks are efficiently processed.
- Provide onboarding training to administrative staff and ensure advisor licensing and training requirements are met.
- Correspond proactively with clients regarding pending business and respond to inquiries promptly.
Qualifications :
- Bachelor’s degree required.
- Minimum of 3+ years of experience in the financial services industry, preferably in a client-facing or onboarding role.
- Proficiency in Microsoft Office, CRM systems, DocuSign, and financial software platforms.
- Strong written and verbal communication skills.
- Excellent organizational and problem-solving abilities, with the capacity to prioritize tasks in a fast-paced environment.
- Enthusiasm for client service and teamwork.
If you are an energetic and detail-oriented individual with a passion for client service, this is an excellent opportunity to contribute to a growing team.
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