What are the responsibilities and job description for the Client Onboarding Specialist position at Mindlance?
Role: New Accounts Associate IV
Contract: 6 months (potential extension)
Location: NYC 10022 (Hybrid working- 4 days a week in the office/1 day remote each week)
JD-
Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate.
What you will do:
Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries.
Prepare paperwork of all new accounts coming in through various legacy platforms as well as for the mid-net-worth platform, Symphonic Financial Advisors.
Open new accounts and process daily Outstanding Actions Report.
Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes.
Collect information from third parties and transcribe to systems and enter manually into system records, collect signatures and then open accounts data entry from pdfs into spreadsheets and salesforce
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint Excellent verbal and written communications skills
EEO:
“Mindlance is an Equal Opportunity Employer and does not discriminate in employment based on – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Salary : $45 - $50
