Onboarding Specialist

• Create investment proposals
• Generate new account paperwork
• Enter transfer requests and ACH/cash management instructions accurately
• Track account status in investment systems
• Contact contra-firms for transfer status
• Resolve account transfer requests and issues, escalating complex matters when needed
• Recommend and implement improvements to standard work and processes
• Mentor less experienced staff in technologies and standard work
• Perform final quality checks for peers and junior staff
• Manage weekly calls with advisors and staff to provide account status updates or background information
• Apply basic investment knowledge flexibly to standard work
• Understand and apply special instructions outside standard procedures

Onboarding Specialist jobs in Wisconsin

Senior Investment Client Onboarding Specialist