Client Service Onboarding Specialist - Remote

Overview

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment. We provide comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate complex financial decisions with confidence. Find out more about the firm at oakwellpwm.com.

In Short

• Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos
• Knowledge on how to open all types of complex accounts (trusts, corporation, 401ks)
• Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Maintain and update client data in our CRM
• Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team
• Attend Zoom meetings with clients and team members
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve.
• We want your input to help this position better and better over time!

Requirements

• 5 years plus experience in wealth management/financial planning
• Adept and skilled with technology and 3rd party software
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment
• Experience with our custodian and software is not required, but will be a plus: Charles Schwab, Fidelity, Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile, Docusign

Benefits

• Base salary $65K-80K, plus quarterly bonus plan based on individual and firm performance metrics
• Fully remote position
• Firm pays 75% of health care cost for employee
• 401(k) with company match
• Travel reimbursement
• 20 days of PTO and additional firm holidays