Digital Onboarding Specialist

Confidential

Tarpon Springs, Florida permanent

Posted: January 30, 2026

Job Description

Megastar Advisors is seeking a Digital Onboarding Specialist to support our clients’ growing digital operations. In this role, you’ll work directly with financial advisors across the country as they implement new digital systems — helping them with CRM setup, software training, and troubleshooting. You’ll also provide technical support to our internal team, ensuring office systems and technology run efficiently.

This is a hands-on role ideal for someone who’s an excellent communicator, tech-savvy, organized, and enjoys helping others feel confident using technology.

What You’ll Do

Advisor Onboarding & Digital Support (External)
• Assist advisors with onboarding into CRM systems, email, and communication platforms.
• Walk advisors through software setups, trainings, and troubleshooting via phone and virtual meetings.
• Help organize onboarding projects, track progress, and ensure all tasks stay on schedule.

Technical Support & Troubleshooting (Internal)
• Set up and configure computers, monitors, and software for internal staff.
• Troubleshoot basic technical issues and coordinate with IT vendors for advanced support.

What Makes You a Great Fit

Comfortable speaking with financial advisors on the phone and in virtual meetings.

Strong computer skills and proficiency in Microsoft Office Suite (especially PowerPoint).

Familiar with CRM platforms such as HubSpot or GoHighLevel.

Organized, detail-oriented, and able to manage multiple projects.

Eager to gain hands-on experience in technology & onboarding.

Why Join Us

You’ll play a key role in helping financial advisors nationwide transition into a modern digital environment — while also keeping our internal systems running smoothly. If you’re proactive, tech-driven, and ready to learn in a professional, team-oriented setting, we’d love to meet you.

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