Client Onboarding Specialist - Financial

Job Description: CAREER OPPORTUNITYClient Onboarding Specialist Triton Point Wealth Chevy Chase, MDFull-Time · On-Site Operations & Client Service Triton Point Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization. THE ROLEAbout the Position This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process. You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including Sales Force, Docu Sign, Addepar, and eMoney. RESPONSIBILITIESKey ResponsibilitiesCLIENT ONBOARDING & EXPERIENCE• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects Triton Point Wealth’s client-first culture.• Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.• Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.• Serve as the primary client contact during onboarding, providing clear updates and proactive communication.• Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints. OPERATIONS & ADMINISTRATIVE SUPPORT• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.• Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.• Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.• Identify and escalate paperwork errors or transition issues in a timely, professional manner. ALTERNATIVE INVESTMENTS ONBOARDING & OPERATIONS• Manage end-to-end investment subscription processing and documentation review.• Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).• Process and track capital activity, including capital calls and redemption requests.• Update funds custodians during client account registration changes. TECHNOLOGY & PROCESS IMPROVEMENT• Proactively identify opportunities to reduce friction and improve the client onboarding experience.• Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales. WHAT WE’RE LOOKING FORPreferred Qualifications• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).• Familiarity with Sales Force, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.• Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.• Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.• Proficiency with Microsoft Office Suite; Docu Sign experience a plus.• Bachelor’s degree preferred or equivalent professional experience.• Self-starter who thrives in a fast-paced, collaborative, growing environment. COMPETENCIESCore Competencies Client-First Mindset Genuine care for clients; prioritizes their experience in every interaction. Precision & Accuracy Manages complex paperwork and multi-step processes with meticulous attention to detail. Resilience & Follow-Through Persistent in seeing tasks to completion even when facing delays or friction. Collaborative Spirit Works effectively across advisor teams, operations, and custodians. Proactive Communication Anticipates needs and provides timely updates without being prompted. Adaptability Embraces new tools and responsibilities with enthusiasm in a fast-growing firm. WHY JOINWhy Triton Point Wealth? Growth & Expertise Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm. Dynasty Network Access Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support. Best-in-Class Technology Work with Addepar, eMoney, and a continuously evolving technology stack. Culture of IntegrityA team built on trust and a genuine commitment to “You. First. Always.”Triton Point Wealth LLC5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com Triton Point Wealth LLC is registered as an investment adviser with the SEC.\nCompany