Client Onboarding Specialist

About the role

A well established and growing wealth management and financial services organization is hiring multiple Client Onboarding Specialists to support advisor firms as they transition onto their platform. This is a remote, fast moving, high-visibility contract opportunity for someone who thrives in a client-facing environment, with strong potential to convert to a full-time role for top performers.

Responsibilities

• Travel to advisor offices (approximately 65% of the time) to deliver hands-on onboarding training and support
• Serve as the primary point of contact during onboarding engagements, answering operational and account setup questions
• Lead training sessions for advisors and their staff on onboarding workflows and documentation requirements
• Troubleshoot operational issues in real time and escalate complex matters when needed
• Process new accounts, incoming transfers, direct rollovers, and account feature setups
• Review and validate paperwork for accuracy and completeness
• Collaborate with internal teams to ensure smooth account processing
• Maintain accurate client records and respond to advisor inquiries on account and transfer status

Requirements

• Approximately 2 years of experience in financial services or a client onboarding role
• Ability to travel 65% of the time throughout the United States

Qualifications

• High school diploma required; college degree in a related field preferred

Skills

• Demonstrable proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
• Strong attention to detail and organizational skills
• Polished, professional presence with excellent in-person client communication

Benefits

• Competitive contract pay
• Paid training in Tempe, Arizona before deployment
• Ongoing field support alongside experienced senior specialists through year end
• Strong possibility of conversion to a full-time role for high performers

Pay

$28 - $32 per hour