New Business Processor/Operations

Job Title:

New Business Processor Location:

Ridgeland, MS Firm Type:

Wealth Management / Registered Investment Advisory (RIA)

Firm Employment Type:

Full-Time Position Overview A growing Wealth Management firm in Ridgeland, MS, is seeking a detail-oriented and proactive New Business Processor to support our advisory team. This role is critical to delivering a seamless client onboarding experience and ensuring accurate, timely processing of new accounts and asset transfers. The ideal candidate has experience in wealth management operations, is highly organized, and thrives in a fast-paced, client-focused environment. Familiarity with CRM systems such as Wealthbox or WellScape and custodial platforms such as Fidelity is strongly preferred. Experience with eMoney financial planning software is a plus. Key Responsibilities Client Onboarding & Account Setup Process new client paperwork and ensure completeness and accuracy Open new accounts with custodians, including individual, joint, trust, retirement, and entity accounts Coordinate account approvals and follow up on outstanding documentation Maintain onboarding checklists and workflows to ensure compliance and efficiency Asset Transfers & Account Maintenance Initiate and track ACAT and non-ACAT transfers Monitor asset movement and proactively resolve transfer issues Process account updates, beneficiary changes, and other service requests Communicate status updates to advisors and clients as needed Data Management & CRM Administration Accurately input and maintain client data within CRM systems (Wealthbox or WellScape preferred) Ensure data consistency across custodial and planning platforms Maintain digital client files and documentation in accordance with compliance standards Assist in workflow automation and process improvements Platform & Systems Support Work within Fidelity's custodial platform to open and maintain accounts Support advisors using eMoney planning software (experience a plus) Collaborate with compliance and operations teams to ensure regulatory adherence Qualifications 2+ years of experience in wealth management, RIA operations, or financial services processing Hands-on experience onboarding new clients and transferring assets Experience with Fidelity custodial platform preferred CRM experience required Experience with eMoney financial planning software is a plus Strong attention to detail and organizational skills Excellent written and verbal communication skills Ability to manage multiple priorities and meet deadlines Proficiency in Microsoft Office (Word, Excel, Outlook) Preferred Attributes Self-starter with strong follow-through Process-driven and highly organized Client-first mindset Comfortable working both independently and as part of a team Continuous improvement mentality What We Offer Competitive salary commensurate with experience Paid time off and holidays Professional development opportunities Supportive and collaborative team culture If you are passionate about delivering an exceptional onboarding experience and enjoy working behind the scenes to keep operations running smoothly, we encourage you to apply.

Job Type:

Full-time Pay:

$50,000.00 - $70,000.00 per year

Location:

Ridgeland, MS 39157 (Preferred)

Work Location:

In person