Onboarding Specialist (Fintech)

TL;DR

Onboarding Specialist (Fintech): Executing end-to-end onboarding for lending and deposit products within the GS Select platform with an accent on operational accuracy, risk management, and workflow efficiency. Focus on managing high-volume pipelines, coordinating documentation, and collaborating with cross-functional teams to ensure a seamless client experience.

Location: Must be based in Salt Lake City, UT, United States

Company

A leading global financial institution providing a wide range of financial services.

What you will do

• Support the onboarding of securities-based loans, refinances, and savings accounts.
• Manage high-volume onboarding pipelines, tracking status and escalating delays.
• Prepare, review, and validate client documentation and data inputs.
• Partner with Regional Banking Directors and operations teams to ensure coordinated execution.
• Provide clear guidance on onboarding requirements and platform best practices.
• Identify opportunities to streamline workflows and improve scalability.

Requirements

• Bachelor’s degree required.
• 1–3 years of experience in financial services, operations, or client servicing.
• Strong ability to manage multiple concurrent workflows in a fast-paced environment.
• Proficiency in Excel and operational systems.
• High degree of precision when handling client data and documentation.
• Strong understanding of risk and control principles.

Culture & Benefits

• Opportunity to work within a critical, high-growth third-party wealth platform.
• Collaborative, team-based environment focused on client success.
• Exposure to complex financial products and operational workflows.
• Professional development within a global financial institution.