Client Onboarding Specialist

Client Onboarding Specialist (Manufacturing)

Monarch Financial Planning Partners is seeking a Client Onboarding Specialist to provide support to the Director of Investment Management. Specific responsibilities may include but are not limited to:

• Complete, review, and ensure accuracy of paperwork for account maintenance and opening new investment accounts, variable annuities and insurance policies.
• Create proposals in ENV2 for new advisory account openings or portfolio modifications.
• Set up standing instructions and submit transfers in NetX
  360.
• Assist with account maintenance and updates in NetX
  360 and CRM.
• Keep new statements, account forms, and other investment‑related materials organized in appropriate folders.
• Send paperwork to clients, track account openings, transfers and implementation status.
• Correspond with clients and assist in money movements and servicing their accounts.
• Proactively review information received from clients prior to meeting and request missing information if needed.
• Provide rationale for transfer or rollover recommendations in consideration of taxes, fees, product comparisons, etc.
• Create materials to continually improve the financial planning process for clients.
• Ensure compliance requirements are implemented and followed.

• Experience in the financial service or insurance industry preferred.
• Excellent Microsoft Office and Windows skills required.
• Superior attention to detail with the ability to work with a high degree of accuracy.
• CRM, NetX
  360 and/or ENV2 experience preferred.
• Strong written and oral communication skills.
• Ability to manage multiple diverse projects and assignments in a timely, organized and quality manner.
• Ability to embrace change and work in a dynamic, fast‑paced environment.
• Willingness to learn new skills and continue growing in role.
• Ability to proactively identify what needs to be accomplished and take action as appropriate.
• Active Health and Life insurance license or ability to obtain within 12 months.
• Able to work both independently and in a team environment.
• Ability to maintain confidentiality.