Senior Client Onboarding Specialist

About This Opportunity

We are representing a confidential wealth management organization seeking a Senior Client Onboarding Specialist to join their investment advisory team. This remote position offers the opportunity to work with high net worth clients in a technology-focused, paperless environment while delivering exceptional white-glove service throughout the onboarding journey.

As a senior member of the client onboarding team, you will manage complex account openings, asset transfers, and money movement activities while serving as a trusted point of contact for new clients and their financial advisors.

Responsibilities

• Serve as primary point of contact for new high net worth clients throughout onboarding and asset transfer processes
• Manage cash and asset movement activities including ACATS, wire transfers, and ACH transfers
• Facilitate third-party calls with external financial institutions and provide rollover instructions
• Follow up with clients via phone, email, and text regarding outstanding account opening requirements
• Complete service requests within established service-level agreements (SLAs)
• Explain complex money movement, account opening, rollover, and transfer processes to clients clearly and professionally
• Liaise with broker-dealer custodians and portfolio management providers on operational matters
• Escalate time-sensitive or complex issues to management and sales partners
• Partner with leadership to update procedures and improve operational efficiency
• Perform daily reviews of outstanding work to support timely processing
• Support monthly and quarterly reporting and departmental projects
• Serve as subject matter expert in areas such as investment lines of credit, trusts, and individual 401(k) plans
• Mentor newly hired and less experienced team members
• Participate in and help lead department meetings and training sessions
• Research complex onboarding situations and contribute to process improvements

What We're Looking For

Required Qualifications:

• High school diploma or GED
• Minimum 2 years of experience in financial services operations or customer service, with client onboarding experience
• Experience supporting investment advisory client service activities including ACATS, IRA distributions, RMDs, and account maintenance
• Knowledge of investment products and services
• Strong organizational and follow-up skills with experience managing complex operational workflows
• Understanding of regulatory-driven policies, procedures, and compliance requirements
• Strong verbal, written, and active-listening communication skills
• Ability to deliver client service in a paperless, cloud-based operating environment
• Authorization to work for any employer in the U.S. (visa sponsorship not available, including CPT/OPT)

Preferred Qualifications:

• Bachelor's degree in business or equivalent work experience
• Experience supporting web-based or remote investment service delivery
• Experience with broker-dealer custodians, portfolio management platforms, CRM systems, or financial services workflow technology
• Demonstrated ability to identify process improvement opportunities and communicate recommendations to leadership
• Ability to operate effectively at both tactical and strategic levels
• Strong interpersonal, teamwork, and collaboration skills

How We Work With You

Candidates interested in this position apply directly through Get A Job.ai. Our talent team will review your application and conduct an initial screening to understand your background and career goals. Qualified candidates will then be submitted to our client for consideration. Please do not attempt to contact the employer directly, as all communication and coordination will be managed through our recruiting team to ensure a smooth and professional process.

Pay

Pay information will be discussed during the screening process with our recruiting team.

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices. We welcome candidates of all backgrounds and work to ensure fair access to opportunities regardless of race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristics.