Client Onboarding Specialist

MOHR Talent; Los Angeles (CA); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Paid training in Tempe, AZ

Opportunities for full-time conversion

Job summary

MOHR Talent is seeking a Client Onboarding Specialist to support advisor firms remotely with extensive travel (approximately 65%). You will deliver hands-on onboarding training, handle account setup questions, and streamline paperwork and transfers.

This role offers a strong path to full-time conversion for high performers. The ideal candidate has about 2 years in financial services or onboarding, exceptional communication, and solid MS Office skills.

Qualifications

• Approximately 2 years of experience in financial services or a client onboarding role.
• Ability to travel 65% of the time throughout the US.
• Proficient 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 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 escape 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

Communication

Attention to detail

MS Office proficiency

Education

High school diploma

College degree preferred

Tools

MS Office Suite

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 escape 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
• Competitive contract pay
• Paid training in Tempe, Arizona before deployment

We have an urgent need and multiple openings to fill.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

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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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5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126