Client Onboarding & Asset Transfer Specialist
Job in
Grimes, Polk County, Iowa, 50111, USA
Listed on 2026-02-01
Listing for:
Merkle Retirement Planning
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm in Iowa seeks a Client Onboarding Specialist to provide exceptional service during the client onboarding process. Responsibilities include guiding clients through paperwork, managing document submission, and facilitating asset transfers from previous institutions. The ideal candidate will be dependable with strong interpersonal skills and a commitment to excellence. The role involves ensuring compliance with industry regulations and collaborating with the Client Servicing Team to enhance the onboarding experience.
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