Senior Onboarding Operations Specialist

Kestra Holdings

Senior onboarding specialist supporting financial advisors through in-person training and account operations at Kestra Financial. Processing accounts, transfers, and documentation while improving onboarding workflows.

Posted 8/22/2026full-timeTempe • Arizona, Oregon • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding processes and operational training within financial services, ensuring accuracy in account setup and effective communication with advisors. Proficient in managing multiple tasks while maintaining attention to detail and organizational efficiency.

Highest-signal resume keywords

Client OnboardingOperational TrainingMS Office ProficiencyAttention to DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account SetupTroubleshootingDocumentation ReviewAccount ProcessingOperational Support

Soft Skills

Organizational SkillsInterpersonal SkillsIndependent Work

Tools & Technologies

Laserfiche

Industry Keywords

Financial ServicesAdvisor Complete℠Onboarding WorkflowsClient RecordsAccount Features

About the role

Key responsibilities & impact

Travel to advisor offices to deliver hands-on operational training and ongoing support
Serve as the primary point of contact during onboarding engagements
Address operational and account setup questions
Lead training sessions on Advisor Complete℠, onboarding workflows, and documentation requirements
Troubleshoot operational issues and provide real-time solutions
Escalate complex matters as necessary
Process new accounts, incoming transfers, and direct rollovers
Set up account features such as SWPs, PIPs, and check writing
Review and validate paperwork for accuracy and completeness
Collaborate with Sales Supervision, Trading, and Cashiering to ensure smooth account processing
Maintain accurate client records in Laserfiche and other systems
Respond to advisor inquiries by phone and email regarding account and transfer statuses
Collaborate with internal teams to improve onboarding processes and contribute to firm best practices

Requirements

What you’ll need

Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
Strong attention to detail and organizational skills
Ability to manage multiple tasks
Excellent written and verbal interpersonal and communication skills
Ability to work independently in the field with minimal supervision
High school diploma or equivalent required
College degree in a related field preferred
Minimum of 2 years of experience in financial services or client onboarding roles

Benefits

Comp & perks

Significant travel (approximately 65%)
Hybrid work arrangement combining field travel with back-office operational processing