Onboarding Specialistsuccess
Qualified prospect from intake formOnboarding Specialistsuccess
Booked discovery consultationOnboarding Specialistsuccess
Pre-filled new account applicationOnboarding Specialistsuccess
Verified KYC documentationOnboarding Specialistgated
Submitted new account application to custodianOnboarding Specialistsuccess
Logged investor risk profileOnboarding Specialistsuccess
Reconciled custodian transactionsOnboarding Specialistsuccess
Compiled quarterly review packetOnboarding Specialistgated
Marked KYC verification completeOnboarding Specialistsuccess
Routed RMD request to ops teamOnboarding Specialistsuccess
Prepared account funding instructionsOnboarding Specialistsuccess
Updated CRM with meeting notesOnboarding Specialistsuccess
Qualified prospect from intake formOnboarding Specialistsuccess
Booked discovery consultationOnboarding Specialistsuccess
Pre-filled new account applicationOnboarding Specialistsuccess
Verified KYC documentationOnboarding Specialistgated
Submitted new account application to custodianOnboarding Specialistsuccess
Logged investor risk profileOnboarding Specialistsuccess
Reconciled custodian transactionsOnboarding Specialistsuccess
Compiled quarterly review packetOnboarding Specialistgated
Marked KYC verification completeOnboarding Specialistsuccess
Routed RMD request to ops teamOnboarding Specialistsuccess
Prepared account funding instructionsOnboarding Specialistsuccess
Updated CRM with meeting notesOnboarding Specialistsuccess
Qualified prospect from intake formOnboarding Specialistsuccess
Booked discovery consultationOnboarding Specialistsuccess
Pre-filled new account applicationOnboarding Specialistsuccess
Verified KYC documentationOnboarding Specialistgated
Submitted new account application to custodianOnboarding Specialistsuccess
Logged investor risk profileOnboarding Specialistsuccess
Reconciled custodian transactionsOnboarding Specialistsuccess
Compiled quarterly review packetOnboarding Specialistgated
Marked KYC verification completeOnboarding Specialistsuccess
Routed RMD request to ops teamOnboarding Specialistsuccess
Prepared account funding instructionsOnboarding Specialistsuccess
Updated CRM with meeting notes