Our client is a prestigious private equity firm that offers guaranteed returns through innovative, user-friendly technology, accessible exclusively by invitation. Be part of a dynamic team dedicated to providing secure investment opportunities in a selective and trusted environment. Naviga has been retained to recruit an Onboarding Specialist to join their team.
Job Title: Onboarding Specialist
Location: Remote

Key Notes:

• Pioneering Role: Join a company at the ground floor and play an integral part in shaping the organization’s vision, culture, and operational structure from the very beginning.
• Impactful Contributions: Contribute insights and initiatives that will directly influence revenue generation and growth strategies, allowing for the visibility of tangible results.
• Process Innovation: Collaborate with a dynamic team to design and implement efficient processes that will set the foundation for success and scalability.
• Career Advancement: Benefit from a commitment to internal growth, with ample opportunities to advance careers as the company expands, taking on new challenges and leadership roles.
• Dynamic Environment: Thrive in a fast-paced startup atmosphere where ideas are valued, enabling the ability to drive change in real-time.
• Collaborative Culture: Work alongside passionate individuals dedicated to innovation and excellence, fostering a supportive community that encourages professional development.
• Strategic Impact: Play a key role in identifying and capitalizing on new business opportunities, directly contributing to the company’s competitive edge and market presence.
• Visionary Leadership: Be part of a team that values input, where every voice helps shape the strategic direction and long-term objectives of the organization.

Responsibilities:

• Respond promptly to incoming leads, providing tailored information on the firm’s investment products and services.
• Guide new clients through the onboarding process, ensuring they understand investment tools, platforms, and account setup.
• Act as an educational resource, explaining investment strategies and assisting clients with account setup.
• Work closely with Sales, Compliance, and Account Management to ensure smooth and compliant onboarding.
• Address onboarding-related questions and technical challenges, ensuring issues are resolved efficiently.
• Ensure all necessary client documentation is completed in accordance with regulatory requirements.
• Maintain regular contact with prospective clients to encourage engagement and timely account setup.
• Monitor and track key onboarding metrics, providing feedback for continuous improvement.

 

Qualifications:

• A minimum of 3 years of experience in one or more of the following areas: investment banking, investment advisory, wealth management, mergers and acquisitions (M&A) firms, or private equity (PE) firms. 
• Solid understanding of investment strategies, financial products, and regulatory requirements is essential. The ability to explain complex investment concepts to clients is critical.
• Excellent verbal and written communication skills, with a polished and professional demeanor. Comfortable interacting with high-net-worth individuals and corporate clients.
• Strong interpersonal skills with a focus on building and maintaining client relationships. Able to establish rapport and trust quickly with new clients.
• Familiarity with investment platforms, CRM systems, and onboarding tools. Comfortable guiding clients through tech-driven processes.
• Strong analytical and problem-solving skills with the ability to troubleshoot issues effectively in a fast-paced environment.
• Demonstrates high attention to detail, especially when handling sensitive client documentation and ensuring regulatory compliance.

Education: 

• Bachelor’s degree in Finance, Business, or a related field is preferred but not required.