The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork, advisory proposals, and funding requests for NM financial advisors. This is a perfect opportunity for those seeking investment and financial services experience. Responsibilities: * Create proposals and account opening paperwork using information provided by Field Representative. * Enter transfer requests and ACH/cash management instructions * Monitor status of in-progress work * Create/update materials for field status calls This role requires 2 plus years of experience and/or a combination of education and experience.