Client Onboarding Specialist

Mohr Talent; Chicago (IL); Remote; USD 39,000 - 44,000; Full time

Benefits offered by this job

Competitive contract pay

Paid training in Tempe, Arizona before

Ongoing field support

Job summary

MOHR Talent is seeking a Client Onboarding Specialist to support advisor firms remotely with extensive travel (65%) across the US. This contract-to-hire role involves hands-on onboarding training, acting as the main contact for onboarding engagements, and ensuring accurate account setups throughout the process.

The ideal candidate has about 2 years in financial services or onboarding, strong MS Office skills, and meticulous attention to detail.

Qualifications

• Approximately 2 years of experience in financial services or a client onboarding role.
• Ability to travel 65% of the time throughout the US.
• 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.
• High school diploma required; college degree in a related field preferred.

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 expedite 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.

Skills

Client onboarding

Travel readiness

Effective communication

Attention to detail

Professional presence

Education

High school diploma

College degree preferred

Tools

MS Office

Job description

Job Description

Client Onboarding Specialist
Remote | 65% Travel | $28 - $32 /hr | Contract-to-Hire

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 for someone who thrives in a client-facing environment,and strong potential to convert to a full-time role for top performers.

What You'll Do:

• 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 expedite 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

What You Bring:

• Approximately 2 years of experience in financial services or a client onboarding role
• Ability to travel 65% of the time throughout the US
• 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
• High school diploma required; college degree in a related field preferred

What's In It For You:

• Ongoing field support alongside experienced senior specialists through year end
• Strong possibility of conversion to a full-time role for high performers

Job Description

Client Onboarding Specialist
Remote | 65% Travel | $28 - $32 /hr | Contract-to-Hire

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 for someone who thrives in a client-facing environment,and strong potential to convert to a full-time role for top performers.

What You'll Do:

• 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 expedite 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

What You Bring:

• Approximately 2 years of experience in financial services or a client onboarding role
• Ability to travel 65% of the time throughout the US
• 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
• High school diploma required; college degree in a related field preferred

What's In It For You:

• 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

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Job Summary

Published: 9/22/2026

Type: Direct Hire

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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