Connect Search, LLC · 3 weeks ago
Wealth Management Onboarding Specialist
Northbrook, IL
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $95K/yr
2+ years expConnect Search, LLC is a respected, independent, employee-owned financial services firm seeking a Client Relationship Specialist to support its Wealth Management practice. The role focuses on managing client onboarding and maintaining client relationships, ensuring exceptional service and operational efficiency.
ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Nicole B.
Responsibilities
Manage onboarding for new clients, including documentation, data gathering, and account setup
Execute account maintenance such as beneficiary updates, registrations, and profile changes
Process and track asset movements (wires, journals, EFTs) and resolve any exceptions
Support quarterly billing, reporting, and client tax information requests
Serve as a primary point of contact for client service inquiries
Maintain accurate and timely records in Salesforce, Wealthscape, and Black Diamond
Prepare operational and compliance documentation
Partner closely with advisors, operations, and compliance teams
Qualification
Required
Bachelor's degree required
2–3+ years of experience in wealth management, private client, or brokerage operations
Strong communication skills and a client-first mindset
Highly organized with excellent follow-through; able to manage deadlines in a fast-moving environment
Proficiency with Microsoft Office
Preferred
Brownie points if you have FINRA Series 7 and 66 (or willingness to obtain)
Experience with estate and trust administration is a plus
Familiarity with Salesforce, Wealthscape, and Black Diamond preferred
Benefits
Sign-on bonus may be available.
Company
Connect Search, LLC
Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Meade Kelley
Chief Operating Officer
Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
Recent News
Business Journals
2022-03-22
2022-03-21
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