Capital Partners Onboarding / Asset Transfer Specialist
Core
Support Multi-Family Office and Institutional Clients by handling new account onboarding, asset transfers, and account maintenance for complex securities.
Role type
Capital Partners Onboarding and Asset Transfer Specialist
Builds
New client accounts and executed asset transfer workflows for sophisticated investors
Domain
Wealth Management / Institutional Asset Servicing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Asset transfer methods, custody functions, portfolio accounting, DTC, Addvantage, mutual funds, equities, Euroclear, settlements, AML/KYC procedures, complex account opening, documentation review, exception report analysis, system integration, process improvement, stakeholder coordination
Preferred skills
Understanding of restricted securities, physical certificates, DRS/DWAC, ACATS, private assets, risk awareness, red flag identification
Technologies
DocuSign, internal firm systems, external custodian platforms
Responsibilities
Coordinate asset transfers and resolve break items; open and maintain complex client accounts; liaise with Front Office and Risk teams; ensure AML/KYC compliance; generate client confirmations; optimize workflows and automate processes; act as escalation point for client issues
Seniority
Junior, individual contributor
