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Merkle Retirement Planning · 4 weeks ago

Client Onboarding Specialist

Grimes, IA

Full-time

Onsite

New Grad, Entry Level

Merkle Retirement Planning is focused on providing exceptional client service during the onboarding process. The Client Onboarding Specialist will manage documentation, account setups, and asset transfers while serving as the primary contact for new clients, ensuring a smooth and informative onboarding experience.

AdviceFinancial ServicesRetirement

Hiring Manager

Katie Bertness

Responsibilities

Client Engagement: Act as the primary point of contact for new clients during the onboarding process, offering exceptional service and guidance throughout

Document Management: Assist clients with completing necessary paperwork, including account applications, beneficiary designations, and other relevant documents. Ensure all forms are accurately completed and submitted in a timely manner

Account Setup: Coordinate the setup of client accounts, including brokerage, retirement, and investment accounts, in compliance with industry regulations and internal procedures

Transfer Coordination: Facilitate the transfer of assets from clients' previous financial institutions. Track and monitor asset transfers to ensure a smooth transition and timely completion

Client Education: Provide clients with information about our services, account features, and investment options. Address any questions or concerns they may have during the onboarding process

Compliance: Ensure all onboarding procedures adhere to industry regulations and internal compliance standards. Maintain accurate records of client interactions and documentation

Cross-Team Collaboration: Collaborate with our Retirement Planners and the Client Servicing Team to streamline the onboarding process and resolve any issues that may arise

Team Support: Assist the Client Servicing Team in achieving shared goals and responsibilities

Qualification

HealthLife Insurance licensingSeries 65 securities licenseClient EngagementDocument ManagementAccount SetupCommitment to excellenceCustomer careCommitment to learningAttention to detailCommunicationInterpersonal skills