Client Onboarding Specialist
4 days ago
Pear Core Solutions is now hiring a Client Onboarding Specialist to support our growing Financial Services division. As a key member of our team, you will have the opportunity to work with wealth management professionals who share your passion for delivering exceptional client experiences.
Main Responsibilities- Provide top-notch new client onboarding and related paperwork processing, ensuring accuracy and efficiency.
- Collaborate with financial advisors and account custodians to facilitate account openings and maintenance, meeting client needs and expectations.
- Manage the transfer of assets, ensuring confidentiality and compliance with regulatory requirements.
- Build strong relationships with clients, colleagues, and external partners, promoting trust and cooperation.
- Minimum 1-2 years of experience in the financial services or wealth management industry, with a proven track record of delivering excellent results.
- Strong understanding of financial regulations, laws, and industry best practices, with the ability to apply this knowledge effectively.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and external partners.
We offer a competitive salary range of $70,000 - $90,000 per year, depending on experience, along with a comprehensive benefits package, including health insurance, retirement plans, paid time off, and opportunities for professional development and growth.
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Client Onboarding and Relationship Manager
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Financial Services Specialist
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