Client Onboarding Speacialist- Chevy Chase, MD

Client Onboarding Specialist

This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process.

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including Sales Force, Docu Sign, Addepar, and eMoney.

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects firm's client-first culture.
• Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.
• Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.
• Serve as the primary client contact during onboarding, providing clear updates and proactive communication.
• Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints.

• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.
• Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.
• Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.
• Identify and elevate paperwork errors or transition issues in a timely, professional manner.

• Manage end-to-end investment subscription processing and documentation review.
• Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).
• Process and track capital activity, including capital calls and redemption requests.
• Update funds custodians during client account registration changes.

• Proactively identify opportunities to reduce friction and improve the client onboarding experience.
• Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales.

• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).
• Familiarity with Sales Force, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.
• Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.
• Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.
• Proficiency with Microsoft Office Suite;
  Docu Sign experience a plus.
• Bachelor's degree preferred or equivalent professional experience.
• Self-starter who thrives in a fast-paced, collaborative, growing environment.