Onboarding Specialist

MOHR Talent; New York (NY); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Paid training Tempe AZ

Field support

Conversion to full-time

Job summary

Mohr Talent is hiring multiple Client Onboarding Specialists to support advisor firms as they transition onto our platform. This remote, high-visibility contract opportunity requires travel and offers strong potential to convert to a full-time role for top performers.

You will travel to advisor offices about 65% of the time, serve as the primary contact during onboarding, lead training sessions, troubleshoot issues, and ensure accurate account setup and paperwork.

Qualifications

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

Detail-oriented

Client communication

Travel readiness

MS Office knowledge

Education

High school diploma

College degree preferred

Tools

MS Office Suite

Job description

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

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]

Job Summary

Published: 9/22/2026

Type: Direct Hire

Location: New York, New York

Category: Finance / FP&A

Get In Touch

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