Client Services & Onboarding Specialist

Salesforce.com; Honolulu (HI); On-site; USD 55,000 - 75,000; Full time

Job summary

Salesforce.com is seeking a Client Service Administrator to manage onboarding and maintenance of client accounts, working closely with portfolio managers and complying with all regulatory policies.

Responsibilities include preparing new account documents, coordinating opening and funding of investment accounts, updating information, processing client transactions with brokerage teams, responding to inquiries, and supporting trustees with trust and retirement accounts as needed.

Qualifications

• 5 years of financial services experience required.
• Proficient with Microsoft Word and Excel.
• Excellent communication skills in various formats (meetings, reporting, emails, phone calls).
• Proven organizational skills within daily tasks, projects, and team management.
• High attention to detail in calculations and presentations.
• Ability to work under pressure with shifting deadlines and priorities.
• Commitment to maintaining confidentiality.
• Self-motivated, disciplined, and a team player with strong ethics and integrity.
• Emotional Intelligence (E.Q.)

Responsibilities

• Prepare new account documents and coordinate the opening and funding of investment accounts.
• Update and monitor account information. Verify and update account coding, cost basis, and any other client and account information as needed.
• Interact with brokerage service teams to process client transactions, research cost basis, income tax and accounting issues as required.
• Respond to client inquiries on a timely matter; help identify possible issues and provide assistance or a resolution.
• Perform operation or administrative functions for client related requests (i.e., check request, wiring funds, address change and stock gifts).
• For trust accounts, review trust documents and work with trustees to ensure the trust is properly administered.
• For retirement accounts, review and schedule distributions for account holders at the required minimum distribution age or for account holders who’ve inherited an IRA.
• Interact with attorneys, accountants, and other professionals regarding client accounts.
• Attend prospect and client meetings as needed.
• Provide assistance to portfolio managers and client relationship officers.
• Input documents into electronic filing system.
• Perform Salesforce data entry and updates.
• Work directly with Compliance to ensure fulfillment of proper administration and fiduciary duties on accounts.
• Prepare miscellaneous client reports.
• Provide back-up for miscellaneous administration and other clerical duties as needed.

Skills

Financial services experience

Microsoft Word

Microsoft Excel

Communication skills

Organizational skills

Attention to detail

Pressure management

Confidentiality

Team player

Emotional intelligence

Tools

Salesforce

Job description

Salesforce.com is seeking a Client Service Administrator to manage onboarding and maintenance of client accounts, working closely with portfolio managers and complying with all regulatory policies.

Responsibilities include preparing new account documents, coordinating opening and funding of investment accounts, updating information, processing client transactions with brokerage teams, responding to inquiries, and supporting trustees with trust and retirement accounts as needed.