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AutomationPython

Client Onboarding

Client Onboarding is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Client Onboarding

Copy Client Onboarding into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding ~/.claude/skills/client-onboarding

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/advisory-practice/skills/client-onboarding/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/client-onboarding
Collection: One of 25 skills cataloged from this repository
Category: Automation — 2109 skills

What Client Onboarding does

Client Onboarding designs end-to-end digital account opening flows from prospect intake through funding. It covers KYC/CIP checks, document collection, e-signature, custodian submission, and suitability data for complex account types.

Client Onboarding is cataloged under Automation on DirSkills. Client Onboarding comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Client Onboarding

Core Concepts

Onboarding Workflow Architecture

Client onboarding is an orchestrated, multi-stage process that transforms a prospect into a funded, investable account. The canonical stages are:

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Client Onboarding

What else does JoelLewis publish alongside Client Onboarding?
Client Onboarding is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Client Onboarding does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Client Onboarding compare to other Automation skills?
Client Onboarding ranks #1893 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Client Onboarding against them. Open each page to compare what they document and how they install.

More from JoelLewis/finance_skills

Client Onboarding is one of 25 skills cataloged on DirSkills from JoelLewis/finance_skills.

See all 25 skills →

Account Maintenance

Account Maintenance processes client account changes across the lifecycle, including address updates, beneficiary changes, account retitling, holds, withdrawals, death processing, and closures. Use it when operational rules and verification controls matter.

Account Opening Compliance

Account Opening Compliance embeds CIP, KYC, OFAC, and beneficial ownership checks into onboarding workflows. Use it when designing account-opening approval gates, exception handling, and recordkeeping for regulated financial accounts.

Account Opening Workflow

Account Opening Workflow designs back-office pipelines from application intake through custodian submission and account activation. Use it to reduce NIGO rejections, define document requirements, and troubleshoot delays across custodians or account types.

Account Transfers

Account Transfers processes and manages account moves between financial institutions, including ACATs, non-ACAT transfers, journals, rollovers, and cost basis reporting. Use it when handling transfer rejects, residuals, fractional shares, or beneficiary and Roth conversion paperwork.

Advertising Compliance

Advertising Compliance helps review investment marketing materials for SEC Marketing Rule and FINRA 2210 issues. Use it for performance ads, hypothetical returns, testimonials, social posts, pitchbooks, and recordkeeping questions.

Advice Standards

Advice Standards determines when a product, platform, or communication crosses from education into investment advice under Advisers Act Section 202(a)(11). Use it to assess registration questions, publisher and broker-dealer exclusions, and disclaimer language for financial content.

More Automation skills

Client Onboarding is one of 2109 Automation skills cataloged on DirSkills, ranked #1893 by stars among them.

Browse all Automation skills →

Autonomous Loops

Autonomous Loops provides patterns and reference implementations for running Claude Code in autonomous loops, from simple sequential pipelines to RFC-driven multi-agent DAG systems. Retained for compatibility; use continuous-agent-loop for new guidance.

Autonomous Agent Harness

Autonomous Agent Harness turns Claude Code into a self-directing agent system with persistent memory, scheduled tasks, computer use, and task queuing. Use it when continuous autonomous operation, scheduled tasks, or self-directing agent loops are needed.

Automation Audit Ops

Automation Audit Ops audits live automations, jobs, hooks, and connectors to identify what is working, broken, redundant, or missing before any fixes are made.