Client Onboarding Specialist

Coordinate account transition activities, including new account establishment, account maintenance, and funding processes. Prepare, review, and process client documentation such as account applications, transfer requests, service forms, and regulatory disclosures. Act as a primary point of contact for clients throughout the account setup and transition process, ensuring all requirements are completed efficiently. Facilitate document execution through electronic signature platforms and traditional correspondence channels. Manage account transfer requests, including ACAT transfers, retirement account rollovers, and cash movement instructions. Liaise with custodians, operations teams, and service departments to ensure client requests are processed accurately and within agreed timelines. Monitor account setup progress and proactively resolve any issues that may delay account activation. Maintain accurate records while ensuring compliance with regulatory requirements and internal policies. Deliver a high standard of client service by responding to queries promptly and professionally.

Salt is acting as an Employment Agency in relation to this vacancy.