Onboarding Specialist

TRC Talent Solutions; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

TRC Talent Solutions partners with a nationally recognized wealth management firm seeking an Onboarding Specialist to support the Sales Team through new client onboarding. You will coordinate account-opening documents, funding, transfers, and serve as liaison between clients, advisors, custodians, and internal teams in Addison, TX with 8–5 scheduling.

You are highly organized, client-focused, and thrive in financial services.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3+ years of experience in client service, sales support, wealth management, RIA, or financial services.
• Experience with Separately Managed Accounts (SMAs) and Alternative Investments.
• Proficiency with Salesforce or similar CRM systems preferred.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong relationship-building and customer service skills.
• Self-motivated with the ability to work independently and collaboratively.
• High level of professionalism, integrity, and confidentiality.
• Must be in good compliance standing with all applicable regulations and company policies.

Responsibilities

• Provide exceptional customer service and support to new clients throughout the onboarding process.
• Prepare and distribute new account paperwork and onboarding documents.
• Ensure timely completion and processing of all required account documentation.
• Coordinate the opening and funding of investment accounts, including individual, retirement, trust, and organizational accounts.
• Maintain accurate client records and onboarding notes within the CRM system.
• Meet established response times and service level expectations throughout the onboarding process.
• Build and maintain strong relationships with clients, advisors, sales representatives, referral partners, custodians, and other stakeholders.
• Partner with internal sales and advisory teams to deliver a best-in-class client experience.
• Proactively identify and resolve onboarding issues while removing obstacles for clients.
• Take ownership of client requests and ensure timely follow-up and resolution.
• Assist in developing and improving onboarding processes and workflows.
• Support enhancements and updates to Salesforce and other internal systems.
• Serve as a resource for onboarding procedures, program requirements, and process improvements.
• Advocate for operational excellence and an exceptional client experience.

Skills

Strong organizational skills

Excellent communication

Relationship-building

Detail-oriented

Self-motivated

Independent work

Education

Bachelor's degree in Finance/Business or related field

Tools

Salesforce

Job description

TRC's client, a nationally recognized wealth management firm known for its client-first approach and long-term relationships is seeking a Onboarding Specialist to join their team.

Onboarding Specialist

The Onboarding Specialist supports the Sales Team throughout the new client onboarding process and serves as a liaison between clients, advisors, custodial partners, and internal teams. This role is responsible for ensuring a seamless onboarding experience by coordinating account-opening documentation, facilitating account funding and transfers, and serving as a resource for program-specific processes and requirements. The ideal candidate is highly organized, client-focused, and thrives in a fast-paced financial services environment.

Location: Addison, TX, Folsom or Colorado

Schedule: Monday–Friday, 8-5pm (40 hours/week)

Key Responsibilities

• Provide exceptional customer service and support to new clients throughout the onboarding process.
• Prepare and distribute new account paperwork and onboarding documents.
• Ensure timely completion and processing of all required account documentation.
• Coordinate the opening and funding of investment accounts, including individual, retirement, trust, and organizational accounts.
• Maintain accurate client records and onboarding notes within the CRM system.
• Meet established response times and service level expectations throughout the onboarding process.
• Build and maintain strong relationships with clients, advisors, sales representatives, referral partners, custodians, and other stakeholders.
• Partner with internal sales and advisory teams to deliver a best-in-class client experience.
• Proactively identify and resolve onboarding issues while removing obstacles for clients.
• Take ownership of client requests and ensure timely follow-up and resolution.
• Assist in developing and improving onboarding processes and workflows.
• Support enhancements and updates to Salesforce and other internal systems.
• Serve as a resource for onboarding procedures, program requirements, and process improvements.
• Advocate for operational excellence and an exceptional client experience.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3+ years of experience in client service, sales support, wealth management, RIA, or financial services.
• Experience with Separately Managed Accounts (SMAs) and Alternative Investments.
• Proficiency with Salesforce or similar CRM systems preferred.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong relationship-building and customer service skills.
• Self-motivated with the ability to work independently and collaboratively.
• High level of professionalism, integrity, and confidentiality.
• Must be in good compliance standing with all applicable regulations and company policies.