Wealth Onboarding Architect – Client Experience

Hightower Advisors; Dallas (TX); Vor Ort; USD 55.000 - 70.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance—

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office Monday through Friday

Zusammenfassung

Hightower Signature Wealth is seeking an Onboarding Specialist to guide new clients from prospect to funded account, coordinating account opening and funding activities to ensure a seamless transition into ongoing service. You will partner with Business Development Officers, advisors, and internal teams to support a smooth onboarding journey.

You will manage CRM records, follow up on outstanding requirements, and help maintain momentum through onboarding while delivering a consistent client

Qualifikationen

• 1–3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration.
• Understanding of the wealth management industry and the needs of high-net-worth clients.
• Experience supporting client onboarding, account opening, asset transfers, or related client service processes.

Aufgaben

• Own the end-to-end onboarding journey from client commitment through funded account.
• Serve as a primary point of contact for new clients during onboarding, providing guidance on next steps and timelines.
• Partner with Business Development Officers and advisors to ensure seamless transition from prospect to client.
• Coordinate account opening, documentation, compliance, asset transfers, and funding activities.
• Proactively manage follow-up to maintain momentum through onboarding.
• Maintain CRM onboarding records and track status, next steps, and requirements.
• Execute standardized onboarding workflows to deliver a consistent client experience.
• Identify and resolve blockers delaying account opening or funding.
• Ensure smooth handoff to the advisor and ongoing service team after onboarding.
• Track onboarding performance, including cycle time and time to funding.

Kenntnisse

Organizational skills

Communication

Attention to detail

Multi-tasking

Tools

Salesforce

Jobbeschreibung

Hightower Signature Wealth is seeking an Onboarding Specialist to guide new clients from prospect to funded account, coordinating account opening and funding activities to ensure a seamless transition into ongoing service. You will partner with Business Development Officers, advisors, and internal teams to support a smooth onboarding journey.

You will manage CRM records, follow up on outstanding requirements, and help maintain momentum through onboarding while delivering a consistent client