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    Client Onboarding Specialist - Dallas, United States - Arden Trust Co

    Arden Trust Co
    Arden Trust Co Dallas, United States

    1 week ago

    Default job background
    Description
    Posted Monday, January 22, 2024 at 6:00 AM
    Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively.


    Our approach is rooted in fostering a meaningful partnership with the family's wealth management advisor to create a seamless trust experience.


    Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

    As a Client Onboarding Specialist with Arden Trust Company, you will oversee account opening and the client onboarding process.

    The role will work closely with Sales, Trust, Investments, Operations and Compliance to ensure timely processing from account acceptance to an open and fully funded account, ensuring an exceptional client and advisor experience.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

    Review account opening documents including all supporting trust documentation, family tree, list of assets and liabilities (including any real estate or other special assets), etc.

    Review checklist to ensure legal, admin, investment and compliance reviews have been completed and properly documented
    Complete all required updates in sales system
    Prepare required coding and data for entry to the trust system
    Coordinate with Financial Advisors to obtain all required account and position cost information
    Establish required links/documentation for data feed and online access
    Enter account data and coordinate with Operations to establish accounts/relationship on system
    Track and coordinate receipt of assets and provide reconciliation
    Communicate with Trust officers and Sales team regarding account opening
    KNOWLEDGE, SKILLS, AND/


    OR ABILITIES:
    To perform this job successfully, individual should have thefollowing skills and abilities:
    A good-working knowledge of all types of Fiduciary relationships.
    Strong interpersonal and effective communication skills.
    Strong organizational skills and aptitude for detail.
    Teamwork and leadership orientation.
    Ability to easily adapt to changing work environment.
    Experience with data and systems


    SUPERVISORY RESPONSIBLITIES:
    None

    EDUCATION AND/OR EXPERIENCE:


    Bachelor's degree in business administration or other related discipline or the equivalent combination of education, training, or related work experience.

    3+ years

    financial services customer service

    experience
    CERTIFICATES, LICENSES,


    REGISTRATION:
    None

    BENEFITS:
    Full health, vision, dental.

    401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).


    DISCLOSURE:
    By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.)
    , you are agreeing to the following statements:

    You acknowledge that if hired, Kestra Financial, Inc.

    may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

    It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

    Kestra Financial prohibits any such discrimination or harassment.

    #J-18808-Ljbffr
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