Full-Time Advisor Onboarding Associate
Job Description
Premier Talent Partners is seeking an Advisor Onboarding Associate to join our client’s financial services company in either San Francisco or Los Angeles, CA. This position is remote due to COVID-19 with the expectation to return to the office when safe to do so. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into private wealth management while working directly with our Client Service and Transition Management Team to support the growth of our client’s business.
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Responsibilities:
- Serve as a key point of contact to new wealth management teams throughout their transition and integration into the company
- Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results
- Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition
- Offer direct onsite and remote training support on certain systems, policies, and procedures
- Research and respond to daily servicing, operational, and wealth management-related inquiries to ensure timely, accurate, and detailed responses are provided
- Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc.
- Provide backup coverage to Client Services when not assigned to a new team onboarding
Qualifications:
- BS/BA degree in Business, Finance or related field, or equivalent experience
- 1+ years of related experience in financial services with exposure to asset management preferred
- Strong presentation skills and comfortable speaking in front of senior wealth professionals/management
- Proven self-starter mindset with the ability to think and work autonomously
- Effective organization, prioritization, and time management capabilities
- Team player attitude – must be willing to help and learn from others
- Excellent written and verbal skills with careful attention to detail
- Strong analytical skills with the ability to synthesize information
- Proficiency in Microsoft Office applications with an intermediate+ skill level in Excel and PPT
- Must be able to review and analyze data reports and manuals; must be computer proficient
- Must be able to communicate effectively via telephone and in-person
- Must be comfortable with traveling in a limited capacity and able to work some weekends
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Premier Talent Partners is a recruitment firm specializing in the areas of contract/temp, temp-perm, permanent, and payrolling needs across all industries, supporting equitable hiring nationwide.
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Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
How to Apply
To be considered for this position, please register here in our talent platform. From there, you will be able to synch up with your Candidate Success Manager who will help you optimize your profile and assist you through the job search process.
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