Client Onboarding Specialist

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.

Key Responsibilities

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

Webinar attendance

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

Technology & Platform Knowledge

Stay current on:

CRM platforms

Marketing technology

Campaign tools

Advisor-facing systems

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