Wealth Onboarding Specialist

Capital A Wealth Management, LLC; Cranberry Township (Butler County); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) retirement plan with employer"s

Paid time off

Paid holidays

Life and disability insurance

Parental leave

Professional development and CE

Hybrid work flexibility

Career development and advancement

Job summary

Capital A Wealth Management, LLC is seeking a New Business Processor to join our wealth management team in Cranberry Township, PA. This role focuses on accurate onboarding, smooth asset transfers, and efficient handling of client requests, collaborating with Advisors, Service Advisors, Planning Specialists, and Operations.

The position offers a pathway toward Service Advisor or Advisor roles, with a strong foundation in client onboarding and ongoing service excellence, and a hybrid work

Qualifications

• Detail-oriented with high accuracy in processing onboarding paperwork.
• Excellent organizational and follow-through skills.
• Ability to manage multiple accounts, requests, and deadlines.
• Strong written and verbal communication, client-focused approach.

Responsibilities

• Coordinate new-client onboarding from paperwork to account opening and funding.
• Prepare, review, submit, and track account-opening documents.
• Enter and maintain client data in Salesforce; provide portal access.
• Monitor inflow/outflow of transfers and funding; resolve NIGO items.
• Follow onboarding and servicing procedures with compliance in mind.

Skills

Attention to detail

Organizational skills

Communication skills

Multi-tasking

Client service mindset

Tools

Microsoft Office Suite

Client portals

Document-management systems

Wealth management platforms

Job description

Capital A Wealth Management, LLC is seeking a New Business Processor to join our wealth management team in Cranberry Township, PA. This role focuses on accurate onboarding, smooth asset transfers, and efficient handling of client requests, collaborating with Advisors, Service Advisors, Planning Specialists, and Operations.

The position offers a pathway toward Service Advisor or Advisor roles, with a strong foundation in client onboarding and ongoing service excellence, and a hybrid work