New Business Specialist- Temp
$50kLHH
New Business Specialist- Temp
LHH recruitment solutions is hiring for a new client onboarding specialist in the Palm Beach Gardens, Florida area. Our client is seeking a detail-oriented Financial Services Client Onboarding Specialist to support Financial Representatives with new account setup, client onboarding, and ongoing operational processing. This position plays an important role in ensuring new business requests are completed accurately, documentation is obtained promptly, and accounts are successfully opened and funded.
Key Responsibilities
- Partner closely with Financial Representatives to support new client onboarding and account opening.
- Enter and maintain client information.
- Initiate account-opening requests and prepare/send required paperwork for client and Financial Representative signatures.
- Follow up on outstanding documentation to ensure accounts are opened and funded.
- Process assigned requests accurately and within required timelines.
- Verify Financial Professional licenses and applicable state registrations.
- Enter client information, opportunities, investor profiles, and recommendations into EPIC for new business requests.
- Respond to voicemail inquiries within established service expectations.
- Provide timely and professional responses to email inquiries.
Qualifications
- Previous experience in financial services, banking, wealth management, insurance, investment operations, or client onboarding preferred.
- Experience supporting Financial Representatives, advisors, or client-facing financial professionals is a plus.
- Strong data-entry skills with excellent attention to detail and accuracy.
- Strong organizational and follow-up skills.
- Professional written and verbal communication skills.
This position is a contract to possible hire opportunity that will pay $50k annually to start. Please apply today!
LHHVacancy posted 4 days ago
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