Client Onboarding Specialist

Who We Are: 

Ground Control (part of NFP, an Aon company) is a business management firm built for those with boundless potential. We act as a financial concierge, designing and implementing a customized plan to meet the needs of our client's career and lifestyle. We're looking for a Client Onboarding Specialist to join our team.

We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach

Summary:   The Client Onboarding Specialist will be responsible for managing the end-to-end onboarding and offboarding process for high profile, high net worth clients, acting as a liaison between internal teams to ensure all operational and administrative steps are completed efficiently, accurately and with care. Additionally, the Client Onboarding Specialist plays a critical part in ensuring our operations meet the highest standards of compliance and efficiency. This role requires a high degree of ownership, accountability and professionalism. This role will work under the supervision of the Director, Training & Development, to ensure a smooth and seamless transition for each new client. This role is based in Los Angeles, CA.

Responsibilities:

• Initiate the client onboarding & offboarding process by drafting, sending & monitoring engagement/disengagement letters for various signatures and tracking their execution
• Works with Operations team to ensure accurate reflection of information in engagement letters (e.g. fee structure changes, annual inflationary increases, etc.)
• Create & oversee centralization of GCBM engagement & disengagement letters
• Prepare and send welcome emails to new client teams
• Prepare and send disengagement emails to client teams
• Maintain and manage onboarding & offboarding checklists to ensure timely completion of all steps. Adhering to strict internal deadlines.
• Coordinate with internal departments (tax, insurance, operations, etc.) to gather necessary information and ensure alignment with client-specific needs
• Monitor onboarding & offboarding timelines and proactively follow up on outstanding tasks or documents
• Document and continuously improve onboarding & offboarding processes, flagging bottlenecks or opportunities for efficiency
• Other responsibilities as directed by Director, Training and Development

Requirements:

• 2 years of experience in client onboarding, operations, or administrative support (experience in finance or entertainment a plus)
• Strong organization and project management skills; able to manage multiple client onboardings simultaneously
• Excellent written and verbal communication skills
• High attention to detail and follow-through
• Excellent communication skills, with the ability to train and support a diverse team
• Ability to operate with minimal supervision & maintain discretion with sensitive information

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $53,000 to $78,000.  The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Salary : $53,000 - $78,000