Onboarding Specialist

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 fast‑moving, high‑visibility contract opportunity with strong potential to convert to a full‑time role for top performers. The position is remote with approximately 65% travel to advisor offices.

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.
• Demonstrable proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong attention to detail and organizational skills.
• Polished, professional presence with excellent in‑person client communication.
• High school diploma required; college degree in a related field preferred.

Benefits

• Competitive contract pay ($28‑$32 per hour).
• 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.
• Multiple openings with an urgent hiring need.

Pay

$28 – $32 per hour (contract)