A large Financial client is looking for a Client Onboarding Licensed Approver to sit in their Salt Lake or Dallas Office. This person will be assisting ultra high wealth clients with the process of becoming an approved client. They will be onboarding new accounts through the legal and documentation process. This person will be handling escalations and end to end onboarding. They will have a one month training program that will be 100% onsite, after that they will be on a hybrid structure where they will work 2 days on site and 2 days remote with rotating Fridays.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.