Sr. Onboarding Operations Specialist

Mohr Talent; West Lake Hills (TX); On-site; USD 41,000 - 48,000; Full time

Job summary

Mohr Talent is seeking a Sr. Onboarding Operations Specialist in West Lake Hills, Texas. This contract-to-hire role pays $30–$35/hour and requires approximately 65% travel across the U.S.

You’ll support financial advisors with onboarding, training, and day-to-day operations, traveling to offices to provide in-person onboarding and staff training, and ensuring accurate documentation. Requirements include ~2 years in financial services onboarding, strong MS Office skills, excellent communication,

Qualifications

• "2 years of experience in financial services or client onboarding."
• Willingness and ability to travel approximately 65%.
• Strong Microsoft Office skills, including Word and Excel.
• Excellent communication and client-facing skills.
• Professional, polished, and comfortable training others.
• Strong organization and attention to detail.

Responsibilities

• Travel to advisor offices and provide in-person onboarding and training
• Train advisors and staff on onboarding processes and systems
• Assist with account setup, transfers, rollovers, and documentation
• Review paperwork for accuracy and completeness
• Answer questions and troubleshoot operational issues
• Communicate with advisors and internal teams by phone and email
• Maintain accurate client records

Skills

Communication

Client onboarding

Travel readiness

Organizational skills

Training others

Microsoft Office

Attention to detail

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Sr. Onboarding Operations Specialist

West Lake Hills, Texas Contract To Hire $0 / Per Hour

Job Description

FINANCIAL SERVICES ONBOARDING SPECIALIST

$30 | $35/hour

We’re hiring a Financial Services Onboarding Specialist to support financial advisors and their teams with onboarding, training, and operational support.

IMPORTANT: This role requires approximately 65% travel throughout the U.S.

WHAT YOU’LL DO

• Travel to advisor offices and provide in-person onboarding and training
• Train advisors and staff on onboarding processes and systems
• Assist with account setup, transfers, rollovers, and documentation
• Review paperwork for accuracy and completeness
• Answer questions and troubleshoot operational issues
• Communicate with advisors and internal teams by phone and email
• Maintain accurate client records

WHAT WE’RE LOOKING FOR

• Approximately 2 years of experience in financial services or client onboarding
• Willingness and ability to travel approximately 65%
• Strong Microsoft Office skills, including Word and Excel
• Excellent communication and client-facing skills
• Professional, polished, and comfortable training others
• Strong organization and attention to detail
• High school diploma or equivalent required
• College degree preferred
• No certifications required

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]