Wealth Advisors Trust Company · 5 days ago
Onboarding Specialist
Nashville, TN
Full-time
Hybrid
New Grad, Entry LevelWealth Advisors Trust Company is tailored for wealth advisors, focusing on enhancing and expanding the client-advisor relationship. The Onboarding Specialist will oversee and manage the client onboarding process, ensuring a seamless transition for new clients through effective communication and collaboration.
Information Technology
Hiring Manager
Jonathan Connolly, AIF®, ATFA
Responsibilities
Oversee and manage the client onboarding process
Ensuring a seamless transition for new clients
Coordinating with clients and internal teams
Analyzing onboarding data
Addressing client inquiries
Maintaining clear and professional communication throughout the onboarding process
Collaboration and proactive problem-solving to deliver exceptional service during the client onboarding experience
Qualification
Required
Strong Interpersonal Skills and effective Communication abilities
Experience with Customer Onboarding and Client Onboarding processes
Strong Analytical Skills and the ability to interpret data accurately
Demonstrated ability to work collaboratively and provide client-focused solutions
Attention to detail and the ability to manage multiple onboarding tasks simultaneously
Proficiency in relevant software tools and familiarity with CRM systems is a plus
Preferred
Bachelor's degree in Business, Communications, or a related field
Company
Wealth Advisors Trust Company
An advisor friendly trust company created by advisors for advisors
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Holtby
Co-Founder / Chief Fiduciary Strategist
Jonathan Connolly
President and Chief Operating Officer
Recent News
Company data provided by crunchbase