Onboarding Specialist

A well‑established wealth management and financial services organization is hiring multiple Client Onboarding Specialists to support advisor firms as they transition onto their platform. This contract‑to‑hire role involves extensive client‑facing work and offers strong potential for full‑time conversion.

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.

Qualifications

• 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.

Compensation

Contract pay: $28 – $32 per hour.

Benefits

• 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.