Client/Customer Onboarding Specialist-Administrative

Job Description

Job Description

Administrative client onboarding from start to finish. Accurately open new accounts and assist customers with updates to their account. Exceptional attention to detail, highly organized with time management skills in a fast-paced office. Proactive communications to set-up client accounts.

You will work very closely with internal departments, regulatory requirements and compliance, account custodians, and financial advisors.

Process new and existing account applications, proactively communicate with clients by telephone to set up accounts and keep clients updated. Track onboarding activity status and completion. Communicate with advisors and custodians on completion status. Obtain and document information related to account set up. Once fully trained, you will process and handle ACAT transfers, money allocations, etc.

Once you are trained in the procedural aspects of the position, you will handle IRA, 401K, Annuity, and other money transfers per client requests.

• MS Office proficient
• DocuSign helpful
• Quick and accurate data entry (touch typing at 50wpm)
• Administrative experience of 2 years or more handling complex and detailed paperwork, accounts, etc.
• Financial experience helpful
• Corporate setting
• Professional, polished demeanor, and attire

This position has a great deal of training involved and is a temporary-to-hire opportunity. This is not a Human Resource type of role. 

$27-$30/hr. DOE. College degree in a related field.

Hours are: 8:30-5, M-F. You will work in an office and not remotely. A stable work history is necessary.

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. As required by Article 9 added to Chapter XVIII of the Los Angeles Municipal Code. SEC. 189.04. NOTICE AND POSTING REQUIREMENTS FOR EMPLOYERS. A. Employers shall state in all solicitations or advertisements seeking Applicants for Employment that the Employer will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of this article. Equal Employment Opportunity is THE LAW. Applicants are protected under Federal law from discrimination on the following bases: RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN Title VII of the Civil Rights Act of 1964, Title I and Title V of the Americans with Disabilities Act of 1990, The Age Discrimination in Employment Act of 1967, by Title VII of the Civil Rights Act, as amended, the Equal Pay Act of 1963, Title II of the Genetic Information Nondiscrimination Act of 2008, Section 503 & 504 of the Rehabilitation Act of 1973, The Vietnam Era Veterans’ Readjustment Assistance Act of 1974, in all areas of hiring and employment.