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Windward Recruiting

Moving you forward

Client Service Onboarding Specialist

Client Services RepresentativeClient ServicesFull TimeRemoteSeniorTeam 1-10Since 2017H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

22 days ago

Salary

$65K - $80K / year

Seniority

Senior

High School5 yrs expEnglish

Job Description

Client Service Onboarding Specialist

Windward Recruiting

• 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

Job 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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