Client Onboarding Lead – Wealth Management

HighTower Advisors, LLC; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Coverage on day one for medical,Dental

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office Monday through Friday

Job summary

HighTower Advisors, LLC is seeking an Onboarding Specialist to lead the transition from prospect to fully onboarded and funded client within Hightower Signature Wealth. You will partner with Business Development Officers, advisors, and internal teams to guide new clients through onboarding, coordinate account openings, and resolve blockers for a smooth transition into ongoing service.

Ideal candidates bring client-focused, process-driven approaches and are energized by helping clients navigate

Qualifications

• 1–3+ years in financial services, preferably client service, onboarding, or account administration.
• Strong organizational skills and attention to detail with multiple workflows.
• Clear and professional verbal and written communication with clients and internal teams.

Responsibilities

• Own the end-to-end onboarding journey from commitment to funded account.
• Serve as primary onboarding contact, guiding clients on next steps and timelines.
• Collaborate with Business Development Officers and advisors to ensure a seamless transition to client status.
• Coordinate account opening, documentation, compliance, asset transfers, and funding activities.
• Proactively manage follow-up and outstanding requirements to maintain momentum.

Skills

Financial services experience

Client service orientation

Organizational skills

Communication skills

CRM systems

Tools

Salesforce

Job description

HighTower Advisors, LLC is seeking an Onboarding Specialist to lead the transition from prospect to fully onboarded and funded client within Hightower Signature Wealth. You will partner with Business Development Officers, advisors, and internal teams to guide new clients through onboarding, coordinate account openings, and resolve blockers for a smooth transition into ongoing service.

Ideal candidates bring client-focused, process-driven approaches and are energized by helping clients navigate