Onboarding Specialist - Hightower Signature Wealth

Hightower Advisors • Dallas, TX

10d • Onsite

About The Position

Hightower Signature Wealth is seeking an Onboarding Specialist to manage the transition from prospect to fully onboarded and funded client as the firm develops its centralized onboarding model. The specialist works closely with Business Development Officers, advisors, clients, and internal teams to coordinate account opening and funding, guide clients through requirements and timelines, manage follow-up, and resolve blockers. The role is a primary client contact during onboarding and ensures a smooth handoff to the advisor and ongoing service team when onboarding is complete.

Requirements

• 1–3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration.
• Understanding of the wealth management industry and the needs of high-net-worth clients.
• Experience supporting client onboarding, account opening, asset transfers, or related client service processes.
• Strong organizational skills and attention to detail, with the ability to manage multiple client workflows simultaneously.
• Clear and professional verbal and written communication skills with clients and internal teams.
• Experience with CRM and onboarding or documentation systems.
• Strong process discipline focused on accuracy, responsiveness, and timely completion.
• Accountability for onboarding performance, including onboarding cycle time and time to funding.
• Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and not require sponsorship now or in the future.

Nice To Haves

• Salesforce experience preferred.
• Experience in financial services client service, operations, onboarding, or account administration is preferred.

Responsibilities

• Own the end-to-end onboarding journey from client commitment through funded account.
• Serve as a primary point of contact for new clients, explaining next steps, requirements, and timelines.
• Partner with Business Development Officers and advisors to support the transition from prospect to client.
• Coordinate account opening, documentation, compliance requirements, asset transfers, and funding activities with clients and internal teams.
• Manage client follow-up and outstanding requirements to maintain onboarding momentum.
• Maintain accurate CRM and onboarding records, including client status, next steps, and outstanding requirements.
• Execute standardized onboarding workflows and checklists to provide a consistent client experience.
• Identify, escalate, and resolve blockers that delay account opening or funding.
• Ensure a smooth handoff to the advisor and ongoing service team after onboarding is complete.
• Track onboarding performance, including onboarding cycle time and time to funding.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed