New Business Coordinator
Core
Coordinate the end-to-end onboarding and transition process for financial advisors, ensuring accurate system setup, asset transfers, and compliance with service standards.
Role type
Operations Coordinator (Financial Services)
Builds
Advisor onboarding workflows and account setup processes
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Process coordination, data accuracy verification, stakeholder communication, system access management, problem-solving, time management
Preferred skills
Process improvement, knowledge of asset transfer processes, CRM proficiency
Technologies
Microsoft Office Suite, CRM platforms, workflow management tools
Responsibilities
Coordinate all phases of advisor onboarding and transition; Facilitate registration, licensing, and code creation; Oversee asset and account transfers; Communicate with advisors and internal stakeholders; Maintain records in workflow and CRM systems; Identify and escalate bottlenecks; Support system access setup and testing.
Seniority
Mid-level, hands-on IC
