What are the responsibilities and job description for the Client Onboarding Specialist position at Elite Income Advisors?
About Elite Income Advisors:
We are a fast-growing financial planning firm in Ellicott City, Maryland. Our goal is to help clients create investment portfolios that reflect their risk tolerance, time horizon, and goals.
We believe in a holistic approach to financial planning, which enables us to build trust with our clients. In fact, 98% of our clients are lifetime clients.
This role offers the opportunity to work with a passionate team and contribute to the growth of a successful company.
Responsibilities:
- Pre-fill applications and obtain account information
- Help prepare materials for new and existing client appointments
- Ensure applications are complete and submit all related paperwork
Requirements:
- Bachelor's degree or equivalent experience required
- Strong coordination, organizational, and multitasking experience
- Previous experience in a financial planning firm is preferred but not required
- High level of competency with Word, Google Suite, Office Suite
