Associate, Client Onboarding Specialist

The Role

IEQ Capital is seeking a polished, detail-oriented professional to join our team as a Client Onboarding Specialist. This role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams.

Duties and responsibilities

• Own and coordinate the end-to-end client onboarding process, ensuring a seamless and high-touch experience from initial intake through account opening and funding.
• Serve as a key point of contact during onboarding, facilitating timely and professional communication with clients, advisors, custodians, and internal stakeholders.
• Gather, review, and organize client data and required documentation, proactively identifying gaps, inconsistencies, or outstanding items.
• Prepare and generate new account paperwork for a variety of account types and custodians, ensuring documents are accurate, complete, and ready for client review and signature.
• Process and track signed documentation, KYC records, and other regulatory documents to ensure timely and compliant completion.
• Cook up and track outstanding items, escalating issues as needed.
• Provide proactive onboarding status updates to advisors and internal teams, highlighting next steps, risks, dependencies, and expected timing.
• Enter, maintain, and update client, account, and onboarding data in Salesforce and other relevant systems with a high degree of accuracy.
• Support Private Placement Document preparation and alternative investment subscription workflows, including tracking funding and subscription status.
• Anticipate client and advisor needs throughout onboarding, helping remove friction points and drive a thoughtful, consistent client experience.
• Partner with operations, advisory, compliance, and investment teams to resolve issues, streamline workflows, and improve the onboarding experience.
• Contribute to process improvement initiatives, documentation of best practices, and ongoing enhancements to onboarding standards.

Qualifications

• Bachelor's degree required.
• 1-3+ years of relevant experience in client service, onboarding, operations, financial services, wealth management, or a related field preferred.
• Strong client service orientation with the professionalism, judgment, and polish required to support a white-glove client experience.
• Excellent written and verbal communication skills, including the ability to explain requirements, follow up effectively, and tailor communication to different audiences.
• Exceptional organizational skills and meticulous attention to detail, with the ability to manage multiple onboarding workflows, deadlines, and stakeholders simultaneously.
• Proven ability to think critically, identify issues, escalate appropriately, and propose practical solutions.
• Strong emotional intelligence and the ability to build relationships across clients, advisors, custodians, and internal teams.
• Comfortable working in a fast-paced, high-volume environment with competing priorities and evolving timelines.
• Experience with Salesforce, custodial platforms, or account-opening workflows is a plus.
• A “no task is too small” mindset and a willingness to learn, take ownership, and grow within the firm.

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $100,000, depending on skills and experience.