About this opportunity
Capital A Wealth Management, LLC lists this New Business Processor opportunity in township of cranberry, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Locations: Cranberry Township, PA | New Castle, PA | Bridgeville, PA | Canfield, OH
Work Arrangement: Onsite / Hybrid
Reports To: Director of Operations
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
About the Opportunity
Capital A is seeking a New Business Processor to join our growing wealth management team. This position plays an important role in creating an exceptional client experience by ensuring new accounts are opened accurately, assets transition smoothly to the firm, and ongoing service requests are handled efficiently.
The New Business Processor serves as an operational backbone of our client onboarding and servicing process. You'll work closely with Advisors, Service Advisors, Planning Specialists, and Operations while developing a strong understanding of the wealth management business.
This is an excellent opportunity for someone beginning or building a career in financial services. For candidates who aspire to become a Service Advisor or Advisor, this role provides a strong foundation and potential career path within the firm.
Key Responsibilities
Client Onboarding
Coordinate the new-client onboarding process from initial paperwork through account opening and funding
Prepare, review, submit, and track account-opening documentation
Ensure paperwork is complete, accurate, and processed in a timely manner
Enter and maintain accurate client and account information in Salesforce
Provide clients with portal access and assist them with initial setup
Track account openings, transfers, and funding through completion
Communicate with clients and internal team members regarding outstanding documentation or information
Account & Client Service
Monitor account transfers and follow up on outstanding items
Assist with annuity-related updates and servicing
Monitor account and assets-under-management information for accuracy
Identify and promptly resolve NIGO (Not in Good Order) items
Handle routine client service requests accurately and professionally
Escalate more complex client needs to Service Advisors or Advisors
Maintain accurate documentation of client interactions and service activity
Operational Excellence & Compliance
Track the movement of prospective clients through onboarding and into active client relationships within Salesforce
Maintain complete and accurate client records
Follow established operational and compliance procedures
Ensure required documentation and approvals are obtained throughout the onboarding process
Protect confidential client and financial information
Identify opportunities to improve workflows and the client onboarding experience
Collaborate with Advisors, Service Advisors, Planning Specialists, and Operations to ensure a coordinated client experience
What We're Looking For
We're looking for someone who is organized, dependable, detail-oriented, and genuinely interested in building a career in financial services.
The successful candidate will demonstrate:
Strong attention to detail and commitment to accuracy
Excellent organizational and follow-through skills
Ability to manage multiple accounts, requests, and deadlines simultaneously
Strong written and verbal communication skills
A professional and client-focused approach
Comfort working with technology and learning new systems
Ability to recognize when an issue requires escalation
Commitment to confidentiality and appropriate handling of sensitive client information
Ability to work effectively in a collaborative, fast-paced environment
Curiosity and a desire to learn about wealth management and financial planning
Prior experience in financial services, banking, wealth management, insurance, client service, or operations is helpful but not required for the right candidate.
Technology
Experience with or the ability to quickly learn:
Salesforce
Microsoft Office Suite
Client portals and document-management systems
Custodial and wealth management platforms
Other financial-services technology used by the firm
Career Growth
We view the New Business Processor position as more than an administrative role. It can be an entry point into a long-term career in wealth management.
As you develop your knowledge of our clients, systems, investment accounts, financial planning process, and service model, opportunities may exist to take on greater responsibility and advance within the organization.
For an employee interested in a client-facing career, a potential development path could include:
New Business Processor → Service Advisor → Advisor
Career progression is based on performance, demonstrated capabilities, business needs, experience, and any applicable licensing or credential requirements.
Compensation & Benefits
Competitive base salary
Bonus eligibility
Medical, dental insurance
401(k) retirement plan with employer contribution/match
Paid time off
Paid holidays
Life and disability insurance
Parental leave
Professional development and continuing education opportunities
Hybrid work flexibility based on position, client, and business needs
Career development and advancement opportunities within a growing organization
Why Join Capital A?
Capital A is a growing organization where collaboration, client service, and professional development are important to how we work.
You'll have the opportunity to learn the wealth management business from the ground up, work alongside experienced professionals, build relationships across the organization, and see firsthand how excellent operations contribute to an excellent client experience.
For someone who is motivated, organized, eager to learn, and interested in building a career in wealth management, this is an ideal place to start. xzgxqkn
Capital A is committed to providing equal employment opportunities and fostering a professional, respectful, and inclusive workplace. Employment decisions are made based on qualifications, merit, business needs, and applicable law.
Worksite address
township of cranberry, PA, 16066, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.