Client Development Associate (Pacific Standard Time)

📋 Description

• Manage the complete new-client onboarding process from initial agreement through official client
• Partner closely with the Regional Vice President to execute the three-part onboarding process and
• Prepare, distribute, process, and track required client paperwork and compliance documentation
• Establish new client profiles across internal systems and create and manage detailed onboarding
• Monitor custodian platforms for account linking, funding, and transfers; resolve issues that could
• Facilitate a smooth transition to the Wealth Management Team by introducing new clients and

🎯 Requirements

• Bachelor's degree preferred
• Prior experience in financial services, client service, administrative support, or related field
• Familiarity with financial services and client onboarding/account administration processes
• Exceptional organizational and analytical skills
• Excellent written, verbal, and presentation skills
• Strong commitment to client needs and expectations

🎁 Benefits

• Total expected cash compensation: $80,000–$100,000 USD annually including base salary and annual
• Remote work environment with technology provided
• Company-paid basic life and AD&D insurance
• Company-paid short-term and long-term disability insurance
• Supplemental life, AD&D, short-term disability, accident, critical illness, and hospital
• Multiple Cigna medical plan options, including high-deductible and co-pay plans