Client Onboarding Specialist

Client Onboarding Specialist (First 90 Days)
Overview

The Client Onboarding Specialist serves as the primary point of contact for newly affiliated financial advisors during their first 90 days with Megastar Advisors. This role is responsible for guiding advisors through onboarding, early business setup, and initial production, with the goal of transitioning them successfully to an internal Account Manager after the first 90 days.

This position acts as both a consultant and escalation point—providing hands-on support, coaching, and accountability to ensure advisors fully understand Megastar’s value, tools, processes, and expectations, and are positioned for early success.

Advisor Onboarding & Primary Support

• Serve as the main point of contact for new advisors during their first 90 days
• Act as the escalation contact for questions, concerns, and onboarding issues
• Provide proactive outreach via phone and Zoom
• Guide advisors from contracting packet completion through first submitted case

Business Consulting & Early Production Support

• Conduct one-on-one business planning with advisors
• Identify production gaps
  , operational needs, and workflow improvements
• Consult on:
• Business setup and workflow design
• Case execution and transition planning
• Marketing schedules and campaign planning
• Lead strategy and follow-up cadence

Sales, Leads & Follow-Up Accountability

• Assist advisors with:
• Lead tracking and documentation
• Sales strategies and best practices
• Monitor lead activity and outcomes
• Track advisor outreach, callbacks, and engagement

Training, Documentation & Reporting

• Document:
• Sales coaching sessions
• Training completion
• Support onboarding and training on:
• Firelight, IQ Portal, CRM Systems, Marketing Systems and campaigns
• Create and manage accounts needed for onboarding and case submission
• Guide advisors through:
• First application submission
• Case design & New business services and available offerings
• Stay current on:
• CRM platforms
• Marketing technology
• Campaign tools
• Translate technical tools into clear, actionable guidance for advisors

Transition to Account Management

• Prepare advisors for a smooth transition to an Internal Account Manager after 90 days
• Ensure advisors clearly understand:
• Available services and support
• Ongoing expectations and processes

Skills & Qualifications

• Strong relationship-building and communication skills
• Comfortable coaching & consulting
• Experience in financial services, advisor support, sales, or onboarding (preferred)
• Ability to manage multiple advisors simultaneously
• Highly organized with strong documentation habits
• Confident using phone, Zoom, CRM systems, and presentation tools
• Proactive, solutions-oriented, and detail-focused