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Client Onboarding Manager Jobs in Reston, VA (NOW HIRING)

TritonPoint Wealth LLC

Be Seen First

Client Onboarding Specialist - Financial

Chevy Chase, MD · On-site

$60K - $70K/yr

First. Always," our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization. THE ROLE About the ...

BluShark Digital

Onboarding Specialist

Washington, DC · On-site

Qualifications: * 2-4 years of experience in client onboarding, account management, project ... management, or a similar role. * Strong communication and interpersonal skills with a client-first ...

BluShark Digital

Onboarding Specialist

Washington, DC · Hybrid

Qualifications: * 2-4 years of experience in client onboarding, account management, project ... management, or a similar role. * Strong communication and interpersonal skills with a client-first ...

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Client Onboarding Manager information

What are the key skills and qualifications needed to thrive in the Client Onboarding Manager position, and why are they important?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

What is a Client Onboarding Manager job?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a typical day look like for a Client Onboarding Manager?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What job categories do people searching Client Onboarding Manager jobs in Reston, VA look for? The top searched job categories for Client Onboarding Manager jobs in Reston, VA are:
What cities near Reston, VA are hiring for Client Onboarding Manager jobs? Cities near Reston, VA with the most Client Onboarding Manager job openings:
Client Onboarding Manager jobs near you

ASSOCIATE CLIENT ONBOARDING SPECIALIST

TRITONPOINT WEALTH LLC

Chevy Chase, MD • On-site

$65K - $70K/yr

Full-time

Posted 13 days ago

Job description

CAREER OPPORTUNITY

Client Onboarding Specialist

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Operations & Client Service

Dynasty Network​




TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization.

THE ROLE

This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process.​

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including SalesForce, DocuSign, Addepar, and eMoney.


RESPONSIBILITIES

CLIENT ONBOARDING & EXPERIENCE

  • Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects TritonPoint Wealth’s client-first culture.
  • Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.
  • Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.
  • Serve as the primary client contact during onboarding, providing clear updates and proactive communication.
  • Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints.

OPERATIONS & ADMINISTRATIVE SUPPORT

  • Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.
  • Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.
  • Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.
  • Identify and escalate paperwork errors or transition issues in a timely, professional manner.

ALTERNATIVE INVESTMENTS ONBOARDING & OPERATIONS

  • Manage end-to-end investment subscription processing and documentation review.
  • Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).
  • Process and track capital activity, including capital calls and redemption requests.
  • Update funds custodians during client account registration changes.

TECHNOLOGY & PROCESS IMPROVEMENT

  • Proactively identify opportunities to reduce friction and improve the client onboarding experience.
  • Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales.

WHAT WE’RE LOOKING FOR

  • 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).
  • Familiarity with SalesForce, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.
  • Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.
  • Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.
  • Proficiency with Microsoft Office Suite; DocuSign experience a plus.
  • Bachelor’s degree preferred or equivalent professional experience.
  • Self-starter who thrives in a fast-paced, collaborative, growing environment.


COMPETENCIES


Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex paperwork and multi-step processes with meticulous attention to detail.


Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.


Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.


WHY JOIN

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.


Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”



TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · 301-799-9001 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

POWERING INDEPENDENCE