Review documentation jobs

Client Onboarding Specialist

HUB International · Posted Nov 4, 2026

Northbrook, Illinois, United States
$36–$41 per hour
2+ years

Apply with RefersoAI Apply on careers page

Manage new client account review and approval as part of the client onboarding process, ensuring documentation completeness and regulatory compliance.

Compensation

The expected salary range for this position is $35.89 an hour to $41.02 an hour

Responsibilities

Review new client account documentation for completeness and adherence to firm policies and regulatory requirements
Serve as an authorized approver for new account onboarding
Identify and resolve documentation deficiencies in coordination with advisors and client service staff
Maintain accurate records in accordance with RIA recordkeeping standards
Escalate issues to compliance as appropriate

Requirements

Nice to have: Prior experience in new account review or onboarding approval
Nice to have: Experience with major custodial platforms (Schwab, Fidelity, LPL Financial)
Nice to have: Familiarity with TAMPs (Envestnet, SEI, AssetMark, Orion Portfolio Solutions)
Nice to have: Proficiency with Orion, Dispatch, and Microsoft Dynamics CRM

Skills

Review documentation Authorized approver Identify deficiencies

Senior Electrical Engineer

Senior Electrical Engineer

Responsibilities

Requirements

Skills

Client Onboarding Specialist

Compensation

Responsibilities

Requirements

Skills

Benefits