Client Onboarding & Relationship Specialist

Sendero Wealth Management; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan with employer match

Paid time off

Professional development support

Job summary

Sendero Wealth Management is seeking a Client Relationship Specialist to provide high-level service and operational support throughout the client relationship. This role involves onboarding clients, managing asset movement requests, and ensuring documentation is accurate.

The ideal candidate will have at least 2 years in client service or similar roles and possess strong communication and financial services skills.

Qualifications

• Minimum 2 years in client service, account operations, onboarding, or custodial service.
• Energetic, self-starter team player with a desire to make a difference.
• Demonstrated ability to review documentation for completeness and accuracy.

Responsibilities

• Lead client onboarding process, including preparing documentation and opening accounts.
• Serve as primary contact for clients and resolve service requests.
• Process and approve asset movement requests in accordance with procedures.

Skills

Client service experience

Attention to detail

Financial services expertise

Project management

Communication skills

Education

High school diploma

Associate’s or Bachelor’s degree (business, finance, economics)

Tools

Microsoft Office

Fidelity

Pershing

Job description

Sendero Wealth Management is seeking a Client Relationship Specialist to provide high-level service and operational support throughout the client relationship. This role involves onboarding clients, managing asset movement requests, and ensuring documentation is accurate.

The ideal candidate will have at least 2 years in client service or similar roles and possess strong communication and financial services skills.