Client Onboarding Specialist; Ops Track

Client Onboarding Specialist (Ops Track)

In-Office | South Florida | Entry-Level Appearance | High-Potential Track

This is for people who love becoming excellent.

If you want a role where you can grow into leadership by proving you can execute — keep reading.

At Retirement Capital
, our mission is to help our team, clients, and their families experience More Life with Less Limits. We’re obsessed with turning retirement plans into real-life freedom — through connection, planning, and systems
. This role is where clients feel: “These people have me.”

Make onboarding feel smooth, confident, premium, and fast — Tech Driven | Human Powered.

You’ll turn “yes” into momentum… and momentum into loyalty.

• Run onboarding steps with clarity: forms, signatures, requirements, status tracking
• Coordinate client touchpoints with warmth + boundaries (friendly, firm, efficient)
• Ensure documents are correct, complete, compliant, and organized
• Keep internal teams aligned so clients never feel “handed off”
• Build repeatable systems that scale (SOPs, checklists, workflows)

• You will be coached hard — because we believe in talent.
• We measure the work —
  scorecards, outcomes, quality, speed.
• Leadership is earned here. Titles don’t save you. Execution does.

• Coachable and hungry — you want to be trained
• Calm under pressure — you don’t spiral when it’s busy
• Organized — you don’t rely on memory; you rely on systems
• Competitive with yourself — you want to beat your own numbers weekly
• Team-first — we move mountains together
• You can speak our culture:
  No Egos, Only Excellence. 100% ownership. Freedom through systems.

Insurance processing, loan processing, banking ops, case management, client onboarding roles — anything high-volume with deadlines and documentation.

Licenses = rocket fuel:
Series 6/67/65 or 2-40/2-15

• You need a “low intensity” environment
• You don’t want accountability or performance tracking
• You resist feedback
• You don’t believe in our purpose and values
• You refuse to speak Retirement Capital language and standard

Competitive base pay. $60k–$68k base (license fast-track: $62k–$78k) aligned to speed, ownership, and performance with a performance bonus available
. We invest heavily in paid training (details shared during the interview process) and cover travel for select trainings/team events as you grow in the seat. This is a high-trust, high-standard role with a clear runway for people who want scorecards, love feedback, and want to win.