Remote Client Onboarding Specialist | 65% Travel

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

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.