Client Onboarding Coordinator

IQonic Wealth Management; Little Rock (AR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) plan with 3% safe harbor match

Job summary

IQONIC Wealth Management is seeking a Client Onboarding Coordinator to ensure a seamless, professional onboarding experience for clients. You will oversee applications for insurance and investment accounts and collaborate with the team to move money and coordinate underwriting processes.

This role offers exposure to a broad range of financial services, working with Advisors and Associates to deliver exceptional service.

Qualifications

• Must be able to obtain Life and Health Insurance License within 60 days.
• Must obtain SIE, Series 7, and Series 63.
• Strong attention to detail and multitasking skills.
• Proactive, team-oriented mentality.

Responsibilities

• Oversee the completion of applications and account-opening paperwork for insurance and investment products.
• Collaborate with team members to address client inquiries, manage money movement, and coordinate underwriting processes.
• Proactively manage the underwriting process for insurance applications.
• Track and manage tasks using our CRM and other tools to ensure deadlines are met.
• Provide direct support to Advisors and Associate Advisors, enabling them to focus on delivering exceptional service to clients.

Skills

Life & Health License

Series 7/63 prerequisites

Attention to detail

Team-oriented

Job description

Are you detail-oriented, driven, and passionate about delivering exceptional client experiences? At IQonic Wealth Management, we are seeking a dedicated Client Onboarding Coordinator to play a critical role in ensuring our clients experience a seamless and professional onboarding process.

This position offers a unique opportunity to work alongside a dynamic team that brings together over 50 years of collective financial planning experience. You will gain exposure to a wide range of financial services, while helping clients achieve their financial goals.

About IQONIC Wealth Management

IQONIC Wealth Management is an independent wealth management and financial planning firm serving clients across 43 states and managing approximately $600 million in assets under management.

Our mission is to help clients make smarter financial decisions and experience greater confidence about their financial future. As we continue our growth toward $1 billion in assets under management, we are committed to building a team of exceptional professionals who are passionate about serving others and continuously improving.

Your Role & Responsibilities:

As a Client Onboarding Coordinator, you will:

• Oversee the completion of applications and account-opening paperwork for insurance and investment products.
• Collaborate with team members to address client inquiries, manage money movement, and coordinate underwriting processes.
• Proactively manage the underwriting process for insurance applications.
• Track and manage tasks using our CRM and other tools to ensure deadlines are met.
• Provide direct support to Advisors and Associate Advisors, enabling them to focus on delivering exceptional service to clients.

What We’re Looking For:

We are seeking candidates with a passion for building client relationships and an eagerness to grow within the financial services industry. Key competencies include:

• Strong client service, problem-solving, and organizational skills.
• Financial services knowledge and a commitment to expanding expertise.
• Relationship-building skills, with the ability to engage and align with others.
• Adaptability and flexibility in a dynamic, fast-paced environment.
• Trustworthiness, integrity, and a collaborative mindset.
• Self-confidence balanced with emotional intelligence to foster productive teamwork.

Required Qualifications:

• Ability to obtain Life and Health Insurance License within 60 days.
• Ability to obtain SIE, Series 7, and Series 63.
• Strong attention to detail and multitasking skills.
• A proactive, team-oriented mentality.

What We Offer:

Compensation:

• Health insurance (IQonic contributes $365/month)
• Dental and vision insurance (employee-paid)
• 401(k) plan with 3% safe harbor match (after 1 year)