Client Services & Onboarding Specialist

Lead with Purpose. Partner with Impact.

Signature Wealth (https://mysignaturewealth.com/) is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member’s contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive.

The Client Services & Onboarding Specialist plays a key role in delivering a seamless, high-touch client experience. This role leads the onboarding process from initial engagement through account setup, supports complex client service needs, and ensures all client interactions are handled with accuracy, care, and professionalism.

Working within our Ensemble Practice Model, this individual collaborates closely with advisors, operations, and internal teams to support client relationships, manage workflows, and contribute to the overall success of the firm.

What you’ll Do:

• Lead client onboarding from initial engagement through full account setup
• Serve as a primary point of contact for onboarding coordination and follow-up
• Participate in client meetings, providing updates and ensuring action items are completed
• Oversee client offboarding, including account closures, asset transfers, and final documentation
• Coordinate and support estate and death claim processes with professionalism and care
• Handle complex client service requests and resolve non-routine issues independently
• Process account maintenance, documentation, and custodial paperwork with accuracy
• Support advisor scheduling and client meeting coordination as needed
• Collaborate across teams to ensure consistent, high-quality client service
• Maintain accurate records and uphold strict confidentiality standards
• Contribute to process improvements and team training as appropriate
• Manage scheduling for select advisors
  
  

What You Bring: 

• Strong organizational and time management skills with the ability to manage multiple priorities
• Excellent attention to detail and follow-through
• Strong written and verbal communication skills
• Ability to work collaboratively while managing tasks independently
• High level of professionalism and discretion when handling sensitive information
• Emotional intelligence and ability to navigate complex client situations
  
  

Technical Skills

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams)
• Ability to learn and work within CRM systems and financial platforms
  
  

Experience & Education

• Bachelor’s degree or equivalent experience
• Minimum 4 years of administrative, client-facing experience
• Minimum 2 years of financial services experience preferred
• Experience with onboarding, account servicing, or client operations strongly preferred
• FPQP® designation required (can be obtained on the job)
  
  

Additional Details

• Full-time, in-office position
• Parking provided by the firm
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.