Onboarding Specialist

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.

• 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
• Coordinate with advisors and internal teams
• Ensure no tasks fall through the cracks

An A-Player Onboarding Specialist:

• Anticipates needs before clients ask
• 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
• Do What You Say

• ✔ 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 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.

• Exceptional client service and relationship-building skills
• Elite follow-up and follow-through habits
• Strong time management and organizational ability
• CRM experience preferred (Salesforce a plus)

• $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

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