Client Onboarding Associate

Intrust Bank* • Wichita, KS • 1d ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13480251

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.\ \ Your career is important t[o you, which makes it important to us. At INTRUST youll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If youd like to find a place of work where youre appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.]{aria-live="polite"}

Qualifications

2+ years of experience in financial services, preferably in a client

service, onboarding, or operations role

Required Skills and Knowledge: Familiarity with various investment

account @types (e.g., IRAs, trusts, brokerage) and custodial platforms

Strong organizational skills and high attention to detail

Excellent communication and interpersonal skills

A client-first mindset and strong problem-solving skills

Ability to manage multiple onboarding processes and priorities

simultaneously

Required Licenses and/or Certifications: None

Physical Demands: Extended period(s) of time may be spent viewing a

personal computer, sitting, standing, and walking

The physical demands necessary for this role should be performed

with or without a reasonable accommodation

Responsibilities

This specialized administrative role is responsible for managing the

entire onboarding processfrom initial prospect engagement through account setup, funding, and the first 180 days of the client relationship

Acting as a central point of coordination, the Onboarding

Coordinator works closely with internal teams and external partners to ensure timely, compliant, and accurate account transitions

Promotes an environment of teamwork within the department and across

the bank

Represents INTRUST Bank in all they do in the community and is

focused on the development of new business relationships

Must maintain strict standards of confidentiality and perform duties

in a manner supporting INTRUSTs Character Qualities

Essential Functions: All expectations described in the job

descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation

Serve as the primary administrative point of contact for new clients

during the onboarding period (typically the first six months)

Educate clients on what to expect during onboarding and provide

proactive updates throughout the process

Coordinate with advisors, strategists, operations, compliance,

custodians, and middle-office teams to ensure timely and accurate execution of onboarding tasks

Track onboarding milestones, resolve delays, and maintain visibility

across all onboarding activities

Prepare, review, and complete all required account forms,

disclosures, and transfer paperwork

Ensure compliance with internal policies and regulatory

requirements, including CIP, OFAC, and other industry standards

Maintain accurate and secure records of all onboarding activities

and client communications

Facilitate initial account funding and verify successful transfers

Set up digital access for clients and guide them through the use of

client portals and online tools

Monitor and maintain client account data integrity across CRM,

custodial, and third-party systems

Identify opportunities to enhance the onboarding process and

contribute to workflow improvements, documentation, and training materials

Participate in team meetings and collaborate on initiatives to

improve client engagement and operational efficiency

Occasional lifting up to 25 lbs

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