Client Onboarding Specialist (Finance) at Charles Schwab, Baltimore, Maryland

Company Overview:
Charles Schwab is a leading financial services firm specializing in banking, investing, and wealth management. With a strong commitment to integrity and transparency, Charles Schwab empowers individuals to take control of their financial futures through innovative solutions and personalized services. Operating with a client-first approach, the company prides itself on delivering exceptional value and support to its customers.

Key Responsibilities For Client Onboarding Specialist (Finance):
- Manage the end-to-end onboarding process for new clients, ensuring a seamless experience and adherence to regulatory requirements
- Conduct thorough account reviews and document verification to facilitate account opening and ensure compliance with internal policies and industry regulations
- Collaborate with internal stakeholders, including advisors and operations teams, to address client inquiries and resolve onboarding-related issues promptly
- Provide personalized guidance to clients on product offerings, account features, and digital tools to enhance their overall onboarding experience
- Maintain accurate records and documentation of client interactions and onboarding activities to support audit and compliance procedures

Required Qualifications:
- Bachelor’s degree in Finance, Business Administration, or a related field
- 2+ years of experience in client onboarding or a similar role within the financial services industry
- Strong knowledge of financial products, investment vehicles, and account opening procedures
- Proficiency in using CRM systems, document management tools, and MS Office applications
- Excellent communication skills, both verbal and written, with a customer-centric mindset
- Ability to multitask effectively, prioritize workload, and meet deadlines in a fast-paced environment

Desired Skills:
- Industry certifications such as Series 7, Series 63, or CFP
- Experience with client relationship management software, such as Salesforce
- Knowledge of regulatory requirements, including KYC and AML regulations
- Strong analytical skills and attention to detail in reviewing client documents and financial information
- Ability to work collaboratively in a team environment and adapt to changing business needs

Compensation & Benefits:
The Client Onboarding Specialist position at Charles Schwab offers a competitive annual salary range of $55,000 - $70,000, commensurate with experience and qualifications. In addition to a competitive salary, employees receive a comprehensive benefits package that includes health insurance, retirement savings plans, paid time off, professional development opportunities, and employee discounts on financial products and services.

How to Apply:
To apply for the Client Onboarding Specialist (Finance) position at Charles Schwab in Baltimore, Maryland, please visit our company website and submit your application through the online career portal. Be sure to include your updated resume and a cover letter highlighting your relevant experience and qualifications for the role. We look forward to reviewing your application and potentially welcoming you to our dynamic team at Charles Schwab.