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:

· $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

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