Client Service Onboarding Specialist

Windward Recruiting

Client Service Onboarding Specialist managing client onboarding processes at Oakwell Private Wealth Management. Handling client requests and maintaining client data in CRM with a focus on efficiency and accuracy.

Posted 5/16/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos
Knowledge on how to open all types of complex accounts (trusts, corporation, 401ks)
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
Maintain and update client data in our CRM
Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team
Attend Zoom meetings with clients and team members

Requirements

What you’ll need

5 years plus experience in wealth management/financial planning
Adept and skilled with technology and 3rd party software
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time – we do not micromanage
Ability to learn and implement new technology and software quickly
Experience with our custodian and software is not required, but will be a plus: Charles Schwab, Fidelity, Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile, Docusign

Benefits

Comp & perks

Fully remote position
Firm pays 75% of health care cost for employee
401(k) with company match
Travel reimbursement
20 days of PTO and additional firm holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client onboardingaccount openingdata gatheringworkflow managementadministrative tasksclient data maintenancetask documentationmoney movement processingfinancial planningwealth management

Soft Skills

timelinessaccuracyproblem-solvingorganizationattention to detailindependenceprioritizationanticipation of needscommunicationclient interaction