Client Onboarding Specialist - Financial

TritonPoint 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.

About 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 SalesForce, DocuSign, Addepar, and eMoney.

Key Responsibilities

CLIENT ONBOARDING & EXPERIENCE

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects TritonPoint 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.

Preferred Qualifications

• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).
• Familiarity with SalesForce, 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; DocuSign experience a plus.
• Bachelor’s degree preferred or equivalent professional experience.
• Self-starter who thrives in a fast-paced, collaborative, growing environment.

Core 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 TritonPoint 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 Integrity

A team built on trust and a genuine commitment to “You. First. Always.”