Onboarding & Integration Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 66,000 - 75,000; Full time

Benefits offered by this job

Health insurance

PTO + holidays

Job summary

Cetera Cetera Financial Group is seeking an Onboarding Partner to coordinate regulatory paperwork, track onboarding progress, and ensure completion of critical tasks before affiliation. You will serve as the primary contact for Financial Professionals in early onboarding stages and facilitate handoffs to the Transitions team for seamless service continuity.

Responsibilities include data integrity in Salesforce, collaboration with internal partners, and regular communication with Financial

Qualifications

• Writing skills suitable for business communication.
• Active listening and comprehension for effective collaboration.
• Reading and understanding work-related documents.

Responsibilities

• Collaborate with internal partners and Financial Professionals to manage onboarding and address concerns.
• Ensure an effective, repeatable onboarding experience for Financial Professionals.
• Maintain data integrity in internal systems (Salesforce, L&R).
• Develop relationships with cross-functional partners and communicate regularly via phone and email.

Skills

Writing

Active listening

Reading comprehension

Speaking

Time management

Oral comprehension

Detail orientation

Microsoft Office Suite

CRM systems

Tools

Salesforce

DocuSign

Job description

Cetera Cetera Financial Group is seeking an Onboarding Partner to coordinate regulatory paperwork, track onboarding progress, and ensure completion of critical tasks before affiliation. You will serve as the primary contact for Financial Professionals in early onboarding stages and facilitate handoffs to the Transitions team for seamless service continuity.

Responsibilities include data integrity in Salesforce, collaboration with internal partners, and regular communication with Financial