What are the responsibilities and job description for the Wealth Management Client Onboarding Specialist position at Delap LLP?
Responsibilities
">The Client Service Associate is responsible for new wealth management client onboarding, preparing client reports, maintaining contact with clients, and providing or obtaining updated information.
Duties and Responsibilities:
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- Facilitate new client onboarding, proactively communicate with clients and their advisors verbally and in writing, frequent custodian communication via phone and email. ">
- Deliver anticipatory client service, troubleshoot problems, schedule meetings; serve as liaison between advisors, custodians, and clients as needed. ">
- Manage client information, prepare client reports, submit necessary paperwork, project management, update CRM, establish new client portals, mobile application setup. ">
- Client-specific special projects to deliver more predictable and profitable financial decisions. ">
