INTRUST Bank · 1 month ago
Client Onboarding Associate
Wichita, KS
Full-time
Onsite
Entry, Mid Level
2+ years expINTRUST Bank is dedicated to fostering a positive work environment that supports employee growth. The Client Onboarding Associate is responsible for managing the onboarding process for new clients in the wealth management practice, ensuring a seamless and professional experience while coordinating with various internal and external teams.
Financial Services
Responsibilities
Serve as the primary administrative point of contact for new clients during the onboarding period (typically the first six months)
Educate clients on what to expect during onboarding and provide proactive updates throughout the process
Coordinate with advisors, strategists, operations, compliance, custodians, and middle-office teams to ensure timely and accurate execution of onboarding tasks
Track onboarding milestones, resolve delays, and maintain visibility across all onboarding activities
Prepare, review, and complete all required account forms, disclosures, and transfer paperwork
Ensure compliance with internal policies and regulatory requirements, including CIP, OFAC, and other industry standards
Maintain accurate and secure records of all onboarding activities and client communications
Facilitate initial account funding and verify successful transfers
Set up digital access for clients and guide them through the use of client portals and online tools
Monitor and maintain client account data integrity across CRM, custodial, and third-party systems
Identify opportunities to enhance the onboarding process and contribute to workflow improvements, documentation, and training materials
Participate in team meetings and collaborate on initiatives to improve client engagement and operational efficiency
Qualification
Required
Bachelor's degree in Business, Finance, or a related field preferred
2+ years of experience in financial services, preferably in a client service, onboarding, or operations role
Familiarity with various investment account types (e.g., IRAs, trusts, brokerage) and custodial platforms
Strong organizational skills and high attention to detail
Excellent communication and interpersonal skills
A client-first mindset and strong problem-solving skills
Ability to manage multiple onboarding processes and priorities simultaneously
Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce); experience with custodial platforms is a plus
Preferred
Previous experience in wealth management or investment management
Benefits
Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance
Company
INTRUST Bank
INTRUST Bank is the biggest independent bank in the state of Kansas that provides personal and business products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Klocek
Chief Financial Officer
Brenda Hinckley
Human Resources Business Partner
Recent News
Wichita Business Journal
2025-03-15
Wichita Business Journal
2025-03-06
The Journal Record
2024-12-03
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