Client Transition / Onboarding Specialist

Who we are:
We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About this role:

AdvisorEngine is seeking a highly skilled Onboarding Specialist who will roll up their sleeves and own the onboarding and implementation of new financial advisory firms who have purchased our technology. As a key member of the team, you will help coordinate and build strong relationships and engagement with clients from onboarding and training to the long-term Relationship Managers. You will collaborate with cross-functional internal teams to deliver consistently excellent client experiences while building a network of champions across the client firm. Our ideal candidate can teach clients to be self-sufficient with the CRM and can influence technology adoption.

Responsibilities:

• Own and ensure a successful implementation and adoption of our CRM technology
• Drive technology adoption to ensure clients are obtaining maximum value from our technology services
• Build shared AE/client project plans to manage tasks and milestones leading to on time implementations
• Coordinate between the client’s stakeholders and our internal data migrations, configurations specialist and training team to project manage each client onboarding process
• Maintain and deliver client success strategies and best practices including asset import, client portal and CRM
• Build a network of champions across the client firm and internally
• Problem solve and bring in technical support from various departments to ensure our technology is fully implemented in a way that delivers great value to our clients
• Review the customer onboarding journey, identifying how it’s implemented and supported, taking a consultative approach in helping clients overcome issues and achieve goals
• Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
• Collaboratively problem solve and/or strategize on upcoming client meetings with team members

Required Skills & Qualifications:

• Bachelor’s degree preferred
• 1-3 years of experience in communications, training, account management or client success
• Base knowledge of Wealth Management and the Registered Investment Advice business
• Knowledge in wealth platform technology and CRM systems
• Relationship focused
• Strong social, verbal and written communication
• Strong problem solving and project management skills
• Strong presentation skills
• Analytical and process-oriented mindset
• Comfortable working across multiple departments in a deadline-driven environment
• Active team player, self-starter and multitasker who can quickly adjust priorities
• Assistance with additional projects on an as needed basis