Remote Wealth Onboarding Specialist T3K Platform
Remote / Online - Candidates ideally in
Winston-Salem, Forsyth County, North Carolina, 27101, USA
Listed on 2026-06-10
Winston-Salem, Forsyth County, North Carolina, 27101, USA
Listing for:
Indigo Beam
Remote/Work from Home
position Listed on 2026-06-10
Job specializations:
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Customer Service/HelpDesk
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IT/Tech
Job Description & How to Apply Below
A leading consulting firm is seeking a Client Onboarding Functional Specialist to manage end-to-end onboarding for trust clients onto the SEI Trust 3000 platform. This remote position requires 5+ years in wealth management and expertise in client onboarding processes. The role involves ensuring compliance, analyzing client needs, and generating performance reports. Strong communication skills and hands-on experience with T3K are essential.
Join a dedicated team at the forefront of client onboarding excellence.
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