Client Experience & Onboarding Lead

Socket.dev; San Antonio (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan

Paid time off

Professional development

Job summary

Sendero Wealth Management in San Antonio, TX seeks a Client Relationship Specialist to support onboarding, client service, and account maintenance. You will coordinate with custodians, advisors, and clients to ensure accurate documentation and timely responses.

In this role you’ll lead workflow improvements, train team members, and act as a data steward for CRM and custodial systems while maintaining strong regulatory and service standards.

Qualifications

• Minimum 2 years in client service, onboarding, or custodial service in a financial services setting.
• Experience with onboarding processes, documentation review, and client data accuracy.
• Strong communication, attention to detail, and ability to manage multiple priorities.

Responsibilities

• Lead client onboarding, review statements, set up accounts, and coordinate with custodians.
• Serve as primary contact for clients and outside professionals; respond to service requests.
• Process asset movement requests (wires, ACHs, transfers) per procedures and regs.
• Perform quality-control reviews of documentation and client records.
• Partner with Portfolio Managers to support client goals and needs.
• Coordinate client meetings and training for team members.

Skills

Client service

Onboarding

Account operations

Regulatory compliance

CRM systems

Relationship management

Microsoft Office

Fidelity

Pershing

Communication

Education

High school diploma

Associate/Bachelor’s degree preferred

Tools

Microsoft Office

Fidelity

Pershing

Job description

Sendero Wealth Management in San Antonio, TX seeks a Client Relationship Specialist to support onboarding, client service, and account maintenance. You will coordinate with custodians, advisors, and clients to ensure accurate documentation and timely responses.

In this role you’ll lead workflow improvements, train team members, and act as a data steward for CRM and custodial systems while maintaining strong regulatory and service standards.