Client Onboarding & Training Specialist - Travel Role

Mohr Talent; Kyle (TX); On-site; USD 60,000 - 73,000; Full time

Job summary

MOHR Talent is seeking a Client Onboarding & Training Specialist to support advisor firms during onboarding on our wealth management platform. The role involves extensive travel, serving as the main onboarding contact, and leading training sessions to ensure smooth account setup and documentation compliance.

Approximately 2 years in financial services or onboarding, strong MS Office skills, and excellent communication are required.

Qualifications

• Approximately 2 years of experience in financial services or client onboarding.
• Ability to travel 65% of the time across the US.
• Strong attention to detail and organizational skills.

Responsibilities

• Travel to advisor offices (~65%) to deliver onboarding training and support.
• Act as primary contact during onboarding engagements and answer questions.
• Lead training sessions for advisors and staff on onboarding workflows.
• Troubleshoot operational issues and escalate when needed.
• Process new accounts, transfers, and account feature setups.
• Review paperwork for accuracy and completeness.
• Collaborate with internal teams for smooth processing.
• Maintain client records and respond to inquiries on status.

Skills

MS Office

Client onboarding

Travel coordination

Attention to detail

Professional presence

Education

High School Diploma

College degree preferred

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Client Onboarding & Training Specialist- Travel Role

Kyle, TX, Texas Direct Hire $66560 /

Job Description

A well established and growing wealth management and financial services organization is hiring multiple Client Onboarding & Training 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 escalates 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

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: 9/18/2026

Type: Direct Hire

Location: Kyle, TX, Texas

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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