Wealth Client Onboarding & Service Specialist

Gatewood Wealth Solutions; Brentwood (MD); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance coverage (100%)

Life insurance

Disability insurance

Partially funded HSA

401(k) company match

Education reimbursement

Dental insurance

Vision insurance

Maternity/Paternity leave

Paid time off (tenure-based)

Job summary

Gatewood Wealth Solutions is seeking a Client Service Associate to support client service and operations. You will prepare and process account paperwork, coordinate custodial requests, monitor follow-through, and ensure a smooth, high-touch service experience for clients.

The ideal candidate has a service mindset, comfort with confidential financial information, and exposure to banking or financial account concepts. Training on workflows and systems is provided.

Qualifications

• Experience in client service, banking, financial services, or administrative operations.
• Strong attention to detail with the ability to review paperwork for completeness and accuracy.
• Professional written and verbal communication skills.
• Ability to manage multiple requests, deadlines, and follow-ups at once.
• Comfort handling confidential information and following documented procedures.
• Willingness to learn custodial platforms, CRM, e-signature tools, and Microsoft 365.

Responsibilities

• Prepare and process new account paperwork for individual, joint, trust, retirement, beneficiary, and other registrations.
• Review client information for completeness and confirm titling, beneficiaries, funding, and required documentation with the team.
• Track new accounts from preparation through signature, approval, funding, and confirmation.
• Prepare and submit journals, ACH, checks, wires, distributions, and contributions.
• Verify transaction details before submitting them, and elevate requests that need further review or advisor confirmation.
• Follow risk controls closely, especially for retirement accounts, third-party instructions, and manual exceptions.
• Process beneficiary, title, address, contact, and trusted contact updates.
• Confirm required forms, signatures, and custodial requirements, and keep records accurate across systems.
• Spot follow-up tasks that updates create, such as changes to household records, portal access, or billing.
• Prepare and track death claim, beneficiary claim, and inherited account paperwork.
• Confirm required documentation and elevate delays or issues quickly.
• Handle sensitive family situations with care and discretion.
• Prepare and submit ACATS and other incoming transfer paperwork.
• Review statements from the delivering firm to confirm registration, ownership, and transfer considerations.
• Track transfers through completion, including rejections, residuals, and delays.
• Cover the front desk and phones as needed.
• Process client check deposits.
• Handle ad hoc reporting and data management in the CRM and other platforms.
• Communicate professionally and clearly with clients and team members.
• Protect confidential client information.
• Own each request from start to finish, balancing speed with accuracy.

Tools

CRM systems

e-signature tools

Microsoft 365

Job description

Gatewood Wealth Solutions is seeking a Client Service Associate to support client service and operations. You will prepare and process account paperwork, coordinate custodial requests, monitor follow-through, and ensure a smooth, high-touch service experience for clients.

The ideal candidate has a service mindset, comfort with confidential financial information, and exposure to banking or financial account concepts. Training on workflows and systems is provided.