Onboarding & Transitions Specialist Jobs

The Onboarding & Transitions Specialist is responsible for providing advisor transition and onboarding support and assisting the Onboarding & Transitions Team with ongoing initiatives and projects. The role requires exceptional organizational skills, a full understanding of our service offerings, attention to detail, and excellent follow-up and follow-through. Accountability, a strong sense of ownership, and excellent verbal/written communication and follow-up skills are required.

The Onboarding & Transitions Specialist works with the Director of Onboarding, Integration & Transitions, Onboarding & Transitions Manager, Onboarding & Integration Advisor(s), Onboarding & Integration Operations Manager(s), Onboarding & Transitions Specialist(s), BSP Relationship Director(s) and Manager(s), and Service Manager(s) to answer day to day questions, participate in structured training calls, and build rapport with our BSP partner firms.

Essential Job Duties And Responsibilities

• Collaborate with the Onboarding & Transitions team to create and maintain transition document templates, marketing materials and process documentation.
• Assist with custodian setup for new advisors.
• Maintain strong relationships with BSP Regional Director(s), Relationship Manager(s), Associate Relationship Director(s) and Service Manager(s)
• General data entry, tracking, internal correspondence, and overall support to existing onboarding Advisor firms.
• Deep commitment to positively contributing to the culture.
• Prepare client transition packages by pre-populating Buckingham and custodian paperwork and drafting/sending DocuSign envelopes. Set up new accounts in Envestnet and Orion and confirm accounts are ready to receive the data feed from the custodian(s).
• Collect, process, image, and/or distribute account paperwork to the correct teams for processing.
• Maintain a high level of familiarity with BSP tools, systems, and processes.
• Create, manage, and update individual project schedules.
• Track transitioning accounts and resolve any discrepancies with our custodians.
• Keep up with industry trends and publications.
• Upholding the highest standards of Buckingham’s mission and values.
• Professional development and drive to pursue innovative solutions of personal interest.

Experience

Basic Qualifications

• 3+ years in the financial services industry.
• Experience working with RIA’s and Independent Financial Advisors.

Education/Training

• Bachelor’s degree in business or equivalent.

Knowledge, Skills, And Abilities

• DocuSign
• Collaborative, team-centric approach to work.
• Orion Advisor Services and Envestnet.
• Strong organizational skills, attention to detail.
• Comfort working with associates at various levels within the organization.
• Superior client service skills.
• Proficiency with the following technologies
• Critical thinking skills and sound judgment.
• Versatility in different situations and with various personalities; ability to respond and adapt to change quickly.
• Microsoft Office, Microsoft Excel, and Adobe.
• Strong written and verbal communication skills.
• Familiarity with Charles Schwab, Fidelity, Pershing, and TD Ameritrade.
• Desire to produce high-quality work in a timely manner.

Buckingham’s Compensation And Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
• Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top 100 Wealth Managers, Forbes, 2015
• Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List
• Top Grower in Missouri in 2022, Citywire RIA