Client Onboarding & Operations Specialist

Mid-American Wealth; Kansas City (MO); On-site; USD 45,000 - 55,000; Full time

Job summary

Mid-American Wealth is seeking a New Business Coordinator to support advisors and clients through onboarding and processing of new business. This role ensures applications, account openings, transfers, and client documentation are completed accurately and in compliance with company and regulatory requirements.

You will maintain CRM records, prepare advisor meeting folders, generate routine reports, and provide timely operational support to advisors while coordinating with custodians, carriers,

Qualifications

• Experience in financial services, operations, client service, or administration.
• Strong organizational and time management skills.
• High attention to detail and accuracy.
• Excellent communication and customer service abilities.
• Experience with CRM systems, Microsoft Office, and financial platforms preferred.

Responsibilities

• Process new business applications and related paperwork.
• Facilitate new client onboarding and account setup.
• Open, transfer, and close accounts as needed.
• Process money movements and client transactions.
• Follow up with clients, custodians, and carriers regarding pending business.
• Maintain accurate records within CRM and company systems.
• Prepare advisor meeting folders and process paperwork following appointments.
• Generate reports and provide operational support to advisors.
• Respond to client and advisor requests in a timely manner.
• Ensure all activities comply with company policies and regulatory requirements.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Customer service

CRM experience

Tools

CRM systems

Microsoft Office

Financial platforms

Job description

Mid-American Wealth is seeking a New Business Coordinator to support advisors and clients through onboarding and processing of new business. This role ensures applications, account openings, transfers, and client documentation are completed accurately and in compliance with company and regulatory requirements.

You will maintain CRM records, prepare advisor meeting folders, generate routine reports, and provide timely operational support to advisors while coordinating with custodians, carriers,