Onboarding Specialist

Join a growing financial services organization as an Onboarding Specialist. This role is ideal for someone who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.Compensation: $50,000 + bonusSchedule: Hybrid – North CharlotteKey Responsibilities:Manage advisor onboarding, contracting, and licensing processes from start to finishCommunicate with advisors via phone and email, providing status updates and supportWork directly with insurance carriers to secure approvals and resolve issuesReview contracts and documentation for accuracy and completenessMaintain detailed records and case notes in the CRM systemAssist with ongoing account maintenance, including license renewals, carrier additions, policy updates, training requirements, and profile changesServe as a resource for onboarding-related questions from internal and external stakeholdersQualifications:Strong written and verbal communication skillsExcellent attention to detail and organizational skillsNatural curiosity and ability to investigate issues independentlyComfortable in a process-driven, desk-based environmentCustomer service, administrative, operations, or account support experience is a plusNo insurance or financial services experience requiredNo degree required; recent graduates encouraged to apply