Investment Operations & Client Onboarding Specialist

Strategic Wealth Designers; Louisville (KY); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Comprehensive benefits package

Scheduled client/company events

Job summary

A financial services firm in Louisville is seeking an Investment Operations Associate focused on client onboarding. This role involves supporting the advisory and relationship management teams by processing new account paperwork and ensuring a smooth onboarding experience. Ideal candidates will have 1-3 years of relevant experience, strong organizational skills, and proficiency in MS Office and CRM tools. The role requires attention to detail and the ability to work independently in a dynamic environment.

Qualifications

• 1-3 years of experience in financial services documentation.
• Strong experience with CRM tools such as Salesforce.
• Proficiency in MS Office with the ability to learn new software.

Responsibilities

• Complete and process all client onboarding paperwork.
• Open new accounts and ensure documentation is verified.
• Collaborate with teams to ensure accurate client information entry.
• Handle routine money movement requests.
• Monitor accounts for potential issues and escalate as needed.
• Maintain organized records for audit purposes.
• Ensure timely processing of paperwork.

Skills

Documentation and paperwork management

Salesforce CRM

DocuSign

Back-office operations

Data entry

MS Office proficiency

Organizational skills

Attention to detail

Proactive mentality

Ability to work independently

Job description

A financial services firm in Louisville is seeking an Investment Operations Associate focused on client onboarding. This role involves supporting the advisory and relationship management teams by processing new account paperwork and ensuring a smooth onboarding experience. Ideal candidates will have 1-3 years of relevant experience, strong organizational skills, and proficiency in MS Office and CRM tools. The role requires attention to detail and the ability to work independently in a dynamic environment.