Account Onboarding Specialist
About the Role
Global Advisers is seeking a Account Onboarding Specialist in Cambridge, MA to manage the documentation and workflow required to open, fund, and transition new client accounts accurately and efficiently. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.
Responsibilities
- Coordinate new-account paperwork, identity information, agreements, disclosures, and custodial requirements.
- Track account opening and transfer status through completion.
- Review documentation for completeness and resolve missing or inconsistent information.
- Coordinate with advisors, clients, custodians, and operations resources.
- Maintain onboarding records and communicate progress clearly.
- Identify recurring onboarding friction and recommend process improvements.
Qualifications
- Bachelor's degree or equivalent professional experience preferred.
- One or more years of account opening, client onboarding, banking, brokerage operations, or related experience preferred.
- Strong attention to detail and ability to manage documentation requirements.
- Strong client-service and written communication skills.
- Ability to handle confidential information and follow controlled processes.
Preferred Qualifications
- Experience with Schwab, Interactive Brokers, transfer-of-assets workflows, or e-signature systems.
- Financial-services operations experience.
Skills for This Role
Client Onboarding, Account Opening, Account Transfers / TOAs, Document Management, Workflow Management, Custodian Operations, Client Communications
How We Evaluate Candidates
Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.
Employment Notices
Equal Employment Opportunity
Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.
Reasonable Accommodation
Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.
Employment Information
Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.