Client Onboarding Associate

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 to you, which makes it important to us. At INTRUST you’ll 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 you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: The Client Onboarding Associate plays a critical role in delivering a seamless, professional, and high-touch experience for new clients joining our wealth management practice. This specialized administrative role is responsible for managing the entire onboarding process—from 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 INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s 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.

Education and Experience: Bachelor’s degree in Business, Finance, or a related field preferred. 2 years of experience in financial services, preferably in a client service, onboarding, or operations role. Previous experience in wealth management or investment management preferred.

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. Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce); experience with custodial platforms is a plus.

Required Licenses and/or Certifications: None.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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