Capital Partners Onboarding & Asset Transfer Specialist
Core
Managing new account onboarding and asset transfers for Multi-Family Office and Institutional Clients, ensuring accuracy and timely execution of security movements.
Role type
Capital Partners Onboarding & Asset Transfer Specialist
Builds
New client accounts and complex asset transfer workflows for sophisticated institutional clients
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
asset transfer methods, custody functions, portfolio accounting, DTC, Addvantage, mutual funds, equities, Euroclear, settlements, AML/KYC procedures, risk awareness, workflow design
Preferred skills
systems automation, process improvement, complex asset handling
Technologies
DTC, Addvantage, Euroclear, DocuSign
Responsibilities
Coordinate security transfers and asset reviews, open complex accounts and relationships, process maintenance requests and documentation, act as primary escalation point for client issues, develop relationships with internal teams and outside custodians, create efficiencies in onboarding workflows
Seniority
Mid-level, hands-on IC