VIENNA, VAPosted 23 days ago

Job summary

• Job overview

  The Investment Operations Associate - Client Onboarding Specialist at Strategic Wealth Designers supports the advisory and Relationship Management teams by managing client onboarding and account processing to ensure smooth financial account setups.

• Responsibilities and impact

  The role involves completing and processing client onboarding paperwork, supporting new account openings, collaborating with client-facing teams, handling money movement requests, liaising with custodians, monitoring accounts for issues, maintaining organized records, updating CRM, and assisting Relationship Managers and Financial Advisors.

• Compensation and benefits

  The position offers a starting salary range of $70,000-80,000 with a comprehensive benefits package included.

• Experience and skills

  Candidates need an associate degree, 1-3 years of experience in documentation and financial services back-office operations, proficiency with Salesforce CRM, DocuSign, MS Office, strong organizational skills, attention to detail, and a proactive, positive attitude.

• Work environment and culture

  The company fosters a collaborative, close-knit environment valuing passion, positive attitude, and motivation for personal and professional growth.

• Company information

  Strategic Wealth Designers is a full-service financial firm specializing in retirement planning with 18 U.S. locations and nearly 100 employees, founded 23 years ago in Louisville, KY.

• Job location and travel

  The job is located at 1921 Gallows Road, Vienna, VA 22182, with a 40-hour workweek and occasional client/company events.

Company overview

Strategic Wealth Designers is a financial advisory firm specializing in wealth management, retirement planning, and investment strategies. They generate revenue through advisory fees, asset management charges, and financial planning services. Founded with a mission to provide personalized financial solutions, the company has grown by focusing on client-centric approaches and leveraging market insights. Key historical milestones include expanding their service offerings and establishing a strong reputation for customer satisfaction and trust.

How to land this job

• Position your resume to highlight your experience with client onboarding, back-office operations, and financial services documentation, emphasizing your organizational skills and attention to detail as key strengths.

• Emphasize proficiency with Salesforce CRM, DocuSign, and MS Office, along with your ability to quickly learn new software, demonstrating your technical adaptability.

• Apply through multiple channels including Strategic Wealth Designers' corporate careers page and LinkedIn to maximize your visibility for the Investment Operations Associate role.

• Connect with current employees in the client onboarding or operations teams at Strategic Wealth Designers on LinkedIn; use ice breakers like commenting on recent company growth or asking about their experience with onboarding processes to start conversations.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'account maintenance,' 'Salesforce CRM,' 'DocuSign,' and 'financial services operations' to ensure your resume passes initial automated screenings.

• Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple job posting sites, and find LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and professional growth.