Onboarding Specialist
About The Position
We are seeking a proactive, detail-oriented Onboarding Specialist to serve as the primary coordinator of the prospect-to-client experience. This role is responsible for guiding prospective clients through the onboarding journey, ensuring a seamless transition from initial engagement through account opening and successful handoff to the long-term service team. The Onboarding Specialist acts as the central point of coordination between advisors, prospects, custodians, and internal operational teams to deliver a timely, accurate, and exceptional onboarding experience. Through strong project management, communication, and follow-up, this individual plays a critical role in converting prospects into clients while reinforcing Sequoia's commitment to service excellence.
Requirements
- Minimum of 2 years of experience in a project coordination, administrative, operations, or client service role requiring strong attention to detail and organization.
- At least 2 years of customer service or client-facing experience.
- Strong organizational, time management, and follow-up skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong problem-solving skills and ability to work independently.
- Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence or continue employment at any point in time.
Nice To Haves
- Experience within financial services, wealth management, banking, or a related industry.
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
- Experience with Salesforce or other CRM systems.
- Experience managing workflows, projects, or onboarding processes.
- Familiarity with account opening and transfer processes is preferred.
Responsibilities
- Serve as the primary point of contact for prospects throughout the onboarding process.
- Guide prospective clients through onboarding requirements, timelines, and next steps.
- Create a positive and professional onboarding experience that reflects Sequoia's service standards.
- Proactively communicate status updates and expectations to prospects and advisors.
- Identify and resolve onboarding obstacles to ensure a smooth client transition.
- Accountable for the end-to-end onboarding experience from prospect engagement through successful account establishment.
- Coordinate account opening, transfer, and funding activities across internal teams and custodians.
- Gather, organize, and track required documentation and information needed for onboarding.
- Monitor account opening and transfer progress, ensuring timely completion of all onboarding activities.
- Maintain detailed records and workflow updates within Salesforce and other internal systems.
- Ensure adherence to firm policies, regulatory requirements, and operational procedures.
- Act as the liaison between Centers of Excellence, advisors, prospects, custodians, and operations teams to ensure a seamless onboarding experience.
- Facilitate regular communication regarding onboarding progress, outstanding requirements, and next steps.
- Coordinate the successful transition of newly onboarded clients to their ongoing service team.
- Develop and maintain expertise in custodian onboarding processes and requirements.
- Understand and support custodian-specific processes for Schwab and Fidelity referral programs, including SAN and WAS relationships.
- Ensure onboarding activities are completed accurately and efficiently according to custodian requirements.
- Assist in the preparation of proposals for prospective clients, ensuring accuracy and completeness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
