Onboarding Specialist - Sheffield Village, OH at Advisor Talent Solutions

Sheffield, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

65000.0

Posted On

26 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Client Service, Documentation Management, Transfer Tracking, Internal Coordination, Salesforce, Time Management, Organization, Communication, Follow-up, Relationship Building, Proactive Communication, Error Minimization, Self-Starter

Industry

Financial Services

Description

Onboarding Specialist Firm: W.A. Smith Financial Group Location: Sheffield Village, OH Overview: W.A. Smith Financial Group located in Sheffield Village, OH is seeking a high-level Onboarding Specialist to deliver a white-glove client onboarding experience. This is not simply paperwork processing. This role owns the most critical stage of client trust: the implementation phase. You will manage documentation, transfers, timelines, communication, and internal coordination — while providing elite follow-up and follow-through. Your performance directly impacts client retention, advisor confidence, referrals, and long-term loyalty. What You’ll Do: * Serve as the primary point of contact during onboarding * * Deliver proactive, white-glove communication * * Collect, review, and process required documentation * * Minimize errors and prevent delays * * Track account transfers through completion * * Maintain disciplined Salesforce documentation * * Coordinate with advisors and internal teams * Ensure no tasks fall through the cracks What an A-Player Looks Like in This Role: An A-Player Onboarding Specialist: * Is detail-obsessed * Closes loops relentlessly * Anticipates needs before clients ask * Maintains composure during money movement * Communicates clearly and confidently * Owns mistakes immediately * Refuses to tolerate sloppy execution * Understands that trust is built through follow-through They do not say, “I thought someone else handled that.” They say, “I’ve already taken care of it.” They embody: Client First Accountability Simplicity Do What You Say This Role Is Right For You If: ✔ You love structure and organization ✔ You find satisfaction in flawless execution ✔ You naturally follow up without being asked ✔ You enjoy simplifying complex processes for clients ✔ You can manage multiple timelines without stress ✔ You take pride in eliminating errors This Role Is NOT Right For You If: ✘ You overlook details ✘ You procrastinate follow-up ✘ You struggle with organization ✘ You avoid ownership when mistakes happen ✘ You get overwhelmed managing multiple processes ✘ You prefer “good enough” execution We are building something elite. Average execution is not acceptable. What We’re Looking For: Exceptional client service and relationship-building skills Elite follow-up and follow-through habits Strong time management and organizational ability Excellent written and verbal communication Self-starter mindset CRM experience preferred (Salesforce a plus) What You’ll Get: Pay & Perks: $55k – $65k/year based on experience Health, dental, and vision insurance after 60 days Group life insurance AD&D life insurance 401(k) Paid holidays PTO Company-sponsored incentive trip if production goals are met Schedule: In office: Monday – Friday, 8:30am – 4:30pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

Responsibilities

The specialist serves as the primary point of contact during the critical client implementation phase, managing all documentation, transfers, timelines, and internal coordination to ensure a white-glove experience. This role requires delivering proactive communication, minimizing errors, and maintaining disciplined documentation within Salesforce.