AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience building custom, secure solutions.
The ideal candidate will possess previous implementation experience within the financial or fintech space, as well as entry-level accounting or solid bookkeeping experience. This role is responsible for ensuring the successful implementation and adoption of AssetBook platforms. This role also involves extensive client interactions and client training, as well as the ability to translate information across varying business and technical audiences.
The Onboarding Specialist is responsible for maintaining our highest client service standards, including problem-solving, ensuring a timely and successful transition to the AssetBook platforms, and maintaining data integrity.
* Responds to client questions and inquires accurately, comprehensively, and promptly.
* Analyzes client requests and deduces and explores possible solutions.
* Assists Advisors with ongoing Pulse solution training enabling the Advisor to leverage the system fully and enhancing their overall experience.
* Performs and oversees the conversion of historical databases.
* Performs and oversees the initial reconciliation, historical cleanup, and initial integrity checks.
* Troubleshoots and resolves account balance and transaction errors during the initial onboarding process.
* Utilizes various troubleshooting methods to identify and correct errors within audit reports and client databases.
* Runs audit reports within client databases to inspect data and correct errors as needed.
* Reconciles client databases during the initial onboarding process.
* Compares and evaluates data within the system against electronic files and custodial reports.
* Assists other team members with onboarding questions and issues.
Must possess excellent oral and written communication skills and the ability to provide consistent quality client support. Time management, prioritization, and analytical and problem-solving skills are critical to succeed in this role. We believe in a team effort. Being proactive and taking the initiative is not only welcome but highly encouraged.
G Suite, Financial securities/industry knowledge, and database applications are strongly preferred.
We’re a strong team that is rapidly growing. Our company is built on a foundation of advanced technologies and an unmatched team of experts pushing boundaries to develop and drive innovation. We collaborate to win together. If the idea of being part of something revolutionary, challenging, and rewarding excites you, then AssetBook is the place for you!
AssetBook is committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage all qualified individuals to apply.
Job Type: Full-time
Benefits:
Schedule:
Experience:
Work Location: Remote
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