Client Onboarding Specialist 

This role was created to provide dedicated operational and client service support, allowing our advisors and  relationship managers to focus on high-value client engagement. You will own the new client journey from  initial paperwork through platform setup, serving as the day-to-day point of contact throughout the  onboarding process. 

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and  our core technology applications including SalesForce, DocuSign, Addepar, and eMoney. 

RESPONSIBILITIES 

Key Responsibilities 

CLIENT ONBOARDING & EXPERIENCE 

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects firm’s client-first culture. 


• Coordinate and process new account pape...