Description
The Onboarding Coordinator will work with our new Wealth Management field employees and Region Leadership teams during the pre-hire and onboarding phases of the new hire process. Responsible for providing a broad variety of administrative, operational and support services, which includes communications to clients. Will be required to stay in close contact with newly hired Wealth team members to assist them during their transition. Also responsible for working with the Region and Division leaders to promote/support relationship preservation. May require travel to onboard new employees or help transition newly hired Wealth Management Advisor's practice to US Bancorp. May travel up to 25% of time.
Qualifications
Basic Qualifications
- High school diploma or equivalent
- Three to five years of experience in investment operations activities
- Licensing may be required Preferred Skills/Experience
- Three to five years of customer service experience
- Three to five years of industry experience
- Thorough knowledge of Onboarding philosophy, policy, procedures, documentation and systems
- Advanced knowledge of products and services
- Proven customer service and interpersonal skills
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
Apply on company website
