Jobs
>
Denver

    Client Onboarding Specialist - Denver, United States - Strategic Wealth Designers

    Strategic Wealth Designers
    Strategic Wealth Designers Denver, United States

    3 weeks ago

    Default job background
    Description
    Strategic Wealth Designers (SWD) is a full-service Financial firm specializing in assisting clients near or in retirement.

    Our team is comprised of advisors, marketers and client relations specialists and we thrive on success and reward hard work.

    SWD is a close-knit company looking for the right person to complement our team.

    We love working with people who bring a great attitude to work every day and are looking for an experienced, patient, organized and efficient person who is willing to exceed expectations and develop a strong working relationship with our growing team.

    The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

    Our ideal candidate is intelligent, articulate, pleasant, dependable and desires an exceptional work culture.

    Job Description


    The Client Onboarding Specialist will primarily interact with our advisory team and Client Onboarding Team leader to complete all documentation and reporting requests related to opening new financial accounts.

    This may include but is not limited to new account paperwork, 401k/pension rollover calls, database management, appointment preparation including updating client account summaries for review meetings, prepping advisors in different markets for client meetings, sales report preparation and preparing issued accounts and contracts for delivery.


    Minimum Requirements:
    Associates degree
    2-5 years of experience dealing with documentation and paperwork (preferably in a financial or insurance setting)
    Strong experience with MS Office and the ability to learn new software quickly
    Excellent written and verbal communications skills both in person and via phone
    Highly intelligent, strong organizational skills and attention to detail
    Proactive mentality, positive attitude, and consistent follow-through
    Ability to complete tasks with little or no supervision


    Additional preferred skills :
    Financial Industry experience
    Experience working in a fast-paced office environment
    Experience with Salesforce CRM and DocuSign web-based software


    Responsibilities/Tasks:


    The Client Onboarding Specialist will be expected to follow-through consistently in all efforts, build relationships with advisors and clients, and help prepare advisors for client appointments.


    Other daily, weekly, and/or monthly tasks may include:
    Receive incoming calls related to new business in a friendly and professional manner
    Keep CRM updated by entering detailed notes
    Coordinate and follow up on client transfers
    Review applications prior to submission
    Prepare client reports and review summary for upcoming advisor appointments
    Maintain professional communication with clients and staff
    Assist with client update reports and mailings
    Assist in setting client appointments for advisors
    Additional tasks as assigned by management

    Commitment:

    40 hours per week, 8am-5pm & scheduled client/company events as necessary


    Compensation:
    Starting salary range is $70,000-75,000. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 11 paid holidays including your birthday

    #J-18808-Ljbffr
  • Mercy Housing

    HR Onboarding Specialist

    4 days ago

    Mercy Housing Denver, United States

    At Mercy Housing, we are on a mission to redefine affordable, low-income housing and create a more humane world where communities thrive, and all individuals can realize their full potential. As the largest nonprofit affordable housing provider in the nation, we build, preserve, ...

  • Redaptive, Inc.

    Customer Onboarding Specialist

    3 weeks ago

    Redaptive, Inc. Denver, Colorado, United States Full time

    As a Customer Onboarding Specialist, you will be pivotal in ensuring seamless customer transitions to the Redaptive ONE platform. As a Service Delivery team member, your primary responsibility will be to oversee and implement the onboarding process to ensure that clients receive ...

  • Redaptive, Inc.

    Customer Onboarding Specialist

    1 week ago

    Redaptive, Inc. Denver, Colorado, United States Full time

    As a Customer Onboarding Specialist, you will be pivotal in ensuring seamless customer transitions to the Redaptive ONE platform. As a Service Delivery team member, your primary responsibility will be to oversee and implement the onboarding process to ensure that clients receive ...

  • OutsideConnection

    Onboarding Specialist

    1 week ago

    OutsideConnection Commerce City, United States

    Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented tea ...

  • Amentum

    Onboarding Specialist

    1 week ago

    Amentum Englewood, United States

    Under general supervision of the HR Manager and Recruiting Supervisor, the Onboarding Specialist (OS) will provide administrative support to the Recruiters on the Antarctic Support Contract (ASC). The OS will contribute to the overall success of the Recruiting Group by providing ...

  • Pacific Premier Bank

    Sr Asset Onboarding Specialist

    1 week ago

    Pacific Premier Bank Denver, United States

    The Senior Asset Onboarding Specialist - Pacific Premier Trust (PPT) has a primary responsibility to analyze and process private equity, private debt and real estate onboarding activities. The team is tasked with providing risk analysis to determine if the assets are acceptable f ...

  • Aircraft Performance Group Inc

    Flight Operations/ Client Onboarding Specialist

    3 weeks ago

    Aircraft Performance Group Inc Denver, United States

    Get notified about new Director Of Flight Operations jobs in United States .2,000+ Director Of Flight Operations Jobs in United States Director of Operations - 3PL Start Ups & Turnarounds Director of Fulfillment Operations - Rocky Mountain Region Director of Operations - Winston ...

  • Trimble

    Customer Onboarding Specialist

    2 weeks ago

    Trimble Westminster, United States

    Your Title: Customer Onboarding Specialist · Job Location: Westminster, CO · Our Department: Construction Enterprise Solutions · Trimble strives to continually improve our customer experience, ensuring that we put the customer and users at the center of all that we do. In orde ...

  • Right At Home

    Onboarding Client and Caregiver Specialist for Home Care Company

    1 week ago

    Right At Home Brighton, United States Full time, Part time

    Are you energized by achieving goals, engaging extraordinary talent, and introducing new people and prospects to an awesome company? If so, Right at Home has the opportunity for you We are a locally owned home care business that has an extraordinary culture. We are looking for gr ...

  • CALTEC Corp

    Accounting and Payroll Specialist

    21 hours ago

    CALTEC Corp Westminster, United States

    **Classification**: · Nonexempt · **Reports to**: · Management · **Job Summary**: · We are seeking a self-motivated, detail-oriented Accounting and Payroll Specialist to manage and oversee all accounting and payroll functions. This position will handle construction and office emp ...

  • Empower

    Senior Financial Advisor

    2 weeks ago

    Empower Littleton, United States Full time

    Grow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...

  • Setpoint Systems Corporation

    HR Administrative Assistant

    6 days ago

    Setpoint Systems Corporation Littleton, United States

    Setpoint Systems is a leader in our field. We are a highly respected and awarded company specializing in building automation systems and we are growing We're doing work for military and specialized locations, as well as businesses of all types and sizes - from smaller schools and ...

  • Travel Nurses, Inc.

    Travel Nurse RN

    1 week ago

    Travel Nurses, Inc. Denver, United States

    Job Description · Travel Nurses, Inc. is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Denver, Colorado. · Job Description & RequirementsSpecialty: Labor and Delivery · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · ...

  • Travel Nurses, Inc.

    Travel RN Labor

    1 week ago

    Travel Nurses, Inc. Denver, CO, United States

    Travel Nurses, Inc. is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Denver, Colorado. · Job Description & Requirements · ~ Specialty: Labor and Delivery · ~ Discipline: RN · ~ Duration: 13 weeks · ~36 hours per week · ~ Shift: 12 hours, nights · ...

  • Travel Nurses, Inc.

    Travel RN Labor

    1 week ago

    Travel Nurses, Inc. Denver, CO, United States

    Travel Nurses, Inc. is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Denver, Colorado. · Job Description & Requirements · ~ Specialty: Labor and Delivery · ~ Discipline: RN · ~ Duration: 13 weeks · ~36 hours per week · ~ Shift: 12 hours, nights · ...

  • Presbyterian/St. Luke's Medical Center

    New Grad RN

    3 weeks ago

    Presbyterian/St. Luke's Medical Center Glendale, United States contract

    Description · Hourly Wage Estimate: $ $49.34 / hour · Learn more about the benefits offered for this job. · The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include your specific skills, ho ...

  • Bitmovin

    People Operations Specialist

    1 week ago

    Bitmovin Denver, United States

    Ready to make a significant impact in a rapidly growing international company? · Bitmovin is seeking a dynamic People Operations Specialist to join our team part-time. This role is perfect for HR professionals eager to foster an engaging, high-performing, and inclusive workplace. ...

  • Fogo de Chão

    Assistant Catering Specialist

    3 weeks ago

    Fogo de Chão Denver, United States

    Our Mission at Fogo de Chão is to provide an extraordinary dining experience by delivering exceptional food and service to our guests. All Team Members are accountable to display Teamwork, Integrity, and Excellence in all aspects of their employment, create an extraordinary exper ...

  • Creative Financial Staffing (CFS)

    Payroll / HR Specialist

    2 days ago

    Creative Financial Staffing (CFS) Denver, United States

    Job Description · Job Description** HR/Payroll Specialist** · **Location:** Denver, CO · **Employment Type:** Full-Time · **Hybrid Schedule:** 100% Onsite Through Training, Hybrid Schedule After Training · **Our client is seeking a dedicated and experienced HR/Payroll Specialist ...

  • Ciber

    Success Factors Solutions Architect

    6 days ago

    Ciber Denver, United States

    HTC Global Services wants you. Come build new things with us and advance your career. At HTC Global you'll collaborate with experts. You'll join successful teams contributing to our clients' success. You'll work side by side with our clients and have long-term opportunities to ad ...