Simply Paraplanner · 3 days ago
Financial Planning Client Onboarding Specialist
United States
Full-time
Remote
New Grad, Entry Level
$30/hr - $30/hrPhysician’s Resource Services (PRS) is a growing, physician-focused financial services firm providing integrated financial planning and investment management solutions. They are seeking a Client Onboarding Specialist to manage new account openings and ongoing client service needs, with a focus on operations and organization.
Professional ServicesRecruitingStaffing Agency
Responsibilities
Open and process new investment accounts, including:
IRAs (Traditional, Roth)
Solo 401(k)s
Rollovers
Taxable brokerage accounts
Prepare, submit, and track Fidelity custodial paperwork
Ensure accurate completion of account documentation and compliance requirements
Manage and resolve client service requests in a timely, professional manner
Run and distribute performance reporting
Maintain accurate records and workflows within Salesforce
Coordinate with advisors, planners, and internal PRS teams to support a seamless client experience
Identify and communicate process improvements to enhance efficiency and service quality
Qualification
Required
Prior experience with Fidelity Investments paperwork and account opening processes
Experience working within Salesforce
Background in financial services, investment operations, or client service
Strong attention to detail and organizational skills
Clear, professional written and verbal communication
Ability to work independently in a remote environment while simultaneously collaborating with a team
Interest in learning and flourishing within the financial services industry
Benefits
Clear pathway from part-time to full-time responsibilities
Opportunity to learn multiple aspects of a growing financial services firm
Work with a mission-driven team focused on serving physicians
Collaborative and supportive team in a rapid-growth financial niche
Exposure to the nuances of investment management, financial planning, and client operations
Meaningful work that directly supports physicians and their families
Company
Simply Paraplanner
Simply Paraplanner is a staffing and recruiting service company.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Alex Hopkin, AFC®, CFP®
Founder
Company data provided by crunchbase