Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
About the role
- Wealth Onboarding Specialist overseeing the onboarding processes for new Truist Wealth teammates. Responsible for training, client onboarding, and support during transitions.
Responsibilities
- report to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates
- office set up (computers, monitors, adding supplies, etc.) training on Truist Systems
- preparing client onboarding packages, opening accounts, processing paperwork and account follow up
- ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison
- providing onsite support during transitions (2-4 weeks at a time, including nights and weekends)
- 30, 60, 90-day check-ins with new advisor or team and address any additional training needs
- help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
- help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
- offboarding support for terminated Wealth teammates
Requirements
- Bachelor’s degree, or equivalent education and related training
- Five years of broker/dealer or financial services industry experience
- Strong understanding of retail brokerage products, services, operations and systems
- Excellent analytical, problem-solving, organizational skills
- Strong verbal and written communication skills
- Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
- Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
- Ability to do extensive travel, 2-6 weeks at a time, including weekends
Benefits
- All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits
- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
- 10 sick days (also prorated)
- paid holidays
- defined benefit pension plan (depending on position and division)
- restricted stock units
- deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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