New Business Processor

Locations: Cranberry Township, PA | New Castle, PA | Bridgeville, PA | Canfield, OHWork Arrangement: Onsite / HybridReports To: Director of OperationsAbout the OpportunityCapital 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 ResponsibilitiesClient OnboardingCoordinate the new-client onboarding process from initial paperwork through account opening and fundingPrepare, review, submit, and track account-opening documentationEnsure paperwork is complete, accurate, and processed in a timely mannerEnter and maintain accurate client and account information in SalesforceProvide clients with portal access and assist them with initial setupTrack account openings, transfers, and funding through completionCommunicate with clients and internal team members regarding outstanding documentation or informationAccount & Client ServiceMonitor account transfers and follow up on outstanding itemsAssist with annuity-related updates and servicingMonitor account and assets-under-management information for accuracyIdentify and promptly resolve NIGO (Not in Good Order) itemsHandle routine client service requests accurately and professionallyEscalate more complex client needs to Service Advisors or AdvisorsMaintain accurate documentation of client interactions and service activityOperational Excellence & ComplianceTrack the movement of prospective clients through onboarding and into active client relationships within SalesforceMaintain complete and accurate client recordsFollow established operational and compliance proceduresEnsure required documentation and approvals are obtained throughout the onboarding processProtect confidential client and financial informationIdentify opportunities to improve workflows and the client onboarding experienceCollaborate with Advisors, Service Advisors, Planning Specialists, and Operations to ensure a coordinated client experienceWhat We're Looking ForWe'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 accuracyExcellent organizational and follow-through skillsAbility to manage multiple accounts, requests, and deadlines simultaneouslyStrong written and verbal communication skillsA professional and client-focused approachComfort working with technology and learning new systemsAbility to recognize when an issue requires escalationCommitment to confidentiality and appropriate handling of sensitive client informationAbility to work effectively in a collaborative, fast-paced environmentCuriosity and a desire to learn about wealth management and financial planningPrior experience in financial services, banking, wealth management, insurance, client service, or operations is helpful but not required for the right candidate.TechnologyExperience with or the ability to quickly learn:SalesforceMicrosoft Office SuiteClient portals and document-management systemsCustodial and wealth management platformsOther financial-services technology used by the firmCareer GrowthWe 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 → AdvisorCareer progression is based on performance, demonstrated capabilities, business needs, experience, and any applicable licensing or credential requirements.Compensation & BenefitsCompetitive base salaryBonus eligibilityMedical, dental insurance401(k) retirement plan with employer contribution/matchPaid time offPaid holidaysLife and disability insuranceParental leaveProfessional development and continuing education opportunitiesHybrid work flexibility based on position, client, and business needsCareer development and advancement opportunities within a growing organizationWhy 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.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.