Onboarding Specialist

ONBOARDING SPECIALIST I US Hours

📍 5 Days per Week In-Office

🕒 2:00 PM - 10:00 PM (SA Time | Supporting US Operations)

Join a growing international financial services team and play a key role in delivering a seamless onboarding experience for clients and advisors. As an Onboarding Specialist II , you will manage the full client lifecycle from account opening through to activation, ensuring a smooth, compliant, and efficient onboarding journey.

Working closely with advisors, clients, custodians, and internal teams, you will be responsible for coordinating account setup, managing documentation, facilitating transfers, and supporting clients throughout the onboarding process. This role is ideal for someone who enjoys working with people, solving problems, and ensuring every detail is handled with precision.

Key Responsibilities

• Manage the end-to-end client onboarding and account opening process.
• Guide clients through onboarding requirements and documentation.
• Coordinate with internal teams to ensure timely account setup and activation.
• Prepare, review, and process account opening forms, transfers, and client agreements.
• Facilitate electronic signature processes using DocuSign and other platforms.
• Support asset transfers, account funding, and related administrative activities.
• Liaise with custodians and banking support teams to resolve onboarding and account-related queries.
• Maintain accurate records and workflow management through Salesforce and other internal systems.
• Ensure all onboarding activities comply with internal policies and regulatory requirements.
• Deliver a high-quality client experience throughout the onboarding journey.

What We're Looking For

• 2-3 years' experience in Operations , Client Services , or Client Onboarding within an RIA, wealth management, investment management, or broader financial services environment.
• Experience working with platforms such as Charles Schwab , Fidelity , Salesforce , DocuSign , or similar financial services systems.
• Strong understanding of account opening and client onboarding processes.
• Excellent attention to detail and organisational skills.
• Strong communication and stakeholder management abilities.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.

Why Join?

✅ Work with a leading US-based financial services business

✅ Play a critical role in the client and advisor experience

✅ Gain exposure to leading custodians and wealth management platforms

✅ Join a collaborative, high-performing team culture

✅ Modern and exciting office environment

✅ Excellent learning and career development opportunities

Please note: This role requires working US business hours (2:00 PM - 10:00 PM SA Time) and is based full-time in the office, 5 days per week .