Onboarding Operations Coordinator

Onboarding Operations Coordinator 
Phoenix, AZ | Onsite | $50,000-$60000

A growing financial services firm is seeking an Onboarding Operations Coordinator to support the integration of new advisors and advisory firms into internal systems. This is a key opportunity to join a client-focused team that ensures a smooth and efficient transition experience for all stakeholders.

Key Responsibilities:

• Process new accounts, incoming transfers, direct rollovers, and other account activity related to transitioning firms (e.g., PIPs, SWPs, special account features)
• Respond to approximately 2–5 inbound calls and 4–7 emails per day from advisors and their staff
• Educate advisors and their assistants on using internal advisor platforms and tools
• Review submitted paperwork and follow up on items that are not in good order (NIGO)
• Collaborate with internal supervision teams to resolve documentation issues
• Organize and maintain complete client records using electronic filing systems
• Update account status for advisors who are no longer affiliated
• Provide outstanding customer service and maintain a positive, solutions-focused attitude

Qualifications:

• 2+ years of experience in financial services, brokerage, banking, or operational support

• Strong attention to detail and organizational skills

• Ability to read and interpret financial reports

• High school diploma or GED required; college degree preferred

• Series 7 license is a plus

• Retirement planning certifications are helpful

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.