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!