- Serve as central point of contact for onboarding new clients
- Coordinate between client, advisor, and additional support teams to execute & track client onboarding progress
- Support data input for new clients in Salesforce and Portfolio Accounting Software
- Prepare and track new client agreement, custodian account opening, maintenance, and transfers paperwork thru the process, including any SLOAs that need to be established
- Reconcile transferred assets and ensure cost basis transferred properly
- Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software
- Confirm billing is set up and if needed initiate initial invoice
- Confirm any reporting is set up correctly
- Confirm client portal is set correctly
- Confirm any loose ends at prior custodian are done (RMDs, residual transfers, terminate auto payments)
- Confirm any restrictions communicated to trading team
- Ensure smooth handoff to Client Success Specialist
- Bachelor's degree from an accredited institution
- Minimum 3 years' experience in Wealth management
- Experience with Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite (competency or ability to learn quickly)
- Experience with custodian interaction and project management preferred
- Service oriented
- Strong attention to detail
- Excellent communication skills and responsiveness
- Ability to identify, meet and follow through with tasks
- Ability to work independently
- Enjoy being part of a team
- Continuous improvement mindset
- Must be highly flexible and confidential with all client and firm matters
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Senior Onboarding Specialist - Dallas, United States - Corient Private Wealth LLC
Description
Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Summary
The Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set clear expectations and ensure timely account set up and customization.
Essential Job Functions: