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Remote Complex Accounts Onboarding Specialist
Remote / Online - Candidates ideally in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-08-31
Yonkers, Westchester County, New York, 10701, USA
Listing for:
Remote Jobs
Remote/Work from Home
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
Wealth Enhancement, a nationwide independent wealth management firm, seeks a Client Onboarding Specialist - Complex Accounts to manage onboarding for standard and complex client structures. You will review documentation, ensure accuracy, and support onboarding with Salesforce and custodians.
This fully remote role requires 9am–5pm Pacific availability. Base salary ranges from $70,000 to $85,000, with bonus eligibility and comprehensive benefits.
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