Full-Time Position
New Client
Onboarding Specialist
At Strategic Income Group (SIG), we guide clients toward living their best lives and leaving a lasting legacy of financial security and positive impact. We operate from a biblical worldview, and our work is rooted in principles of stewardship, generosity, excellence, and integrity.
As part of our commitment to delivering an extraordinary client experience, we’re hiring for a newly created position: New Client Onboarding Coordinator. This is a key role in our client journey, designed to ensure a seamless and high-touch onboarding experience for each new relationship.
As part of our commitment to delivering an extraordinary client experience, we’re hiring for a newly created position: New Client Onboarding Coordinator. This is a key role in our client journey, designed to ensure a seamless and high-touch onboarding experience for each new relationship.
Career ApplicationContact SIG Direct
What You’ll Do:
- Serve as the primary point of contact for new clients during onboarding, providing high-quality communication and support partner with financial planners to determine which accounts need to be opened (e.g., Trust, IRA, Roth, JTWROS, etc.)
- Coordinate all paperwork through Schwab Advisor Center, including ACATs, ACHs, and QCDs
- Set up new clients in Redtail CRM, Orion, and Dropbox, ensuring internal systems are prepared and synchronized
- Personally walk clients through Schwab login, paperless preferences, and online access
- Track onboarding tasks and deadlines using Redtail CRM
- Collaborate with the CSA and planner to ensure a smooth handoff after the first 60–90 days
- Introduce clients to the SIG team and help them understand our process, culture, and commitment to service
- Invite clients to share feedback and leave a Google review, where appropriate
- Propose and refine improvements to the onboarding experience as the role develops
Location & Schedule:
- Primary work location: West Valley (Glendale/Peoria area)
- Will work from East Valley (Chandler office) when onboarding East Valley clients to meet them in person
- Full-time position, Monday–Friday with advance scheduling for travel days
Who We’re Looking For:
- Excellent communicator who enjoys building meaningful relationships
- Organized and detail-focused with a drive to follow through and do things well
- Tech-comfortable and eager to learn systems like Schwab, Redtail, Orion, Dropbox
- Aligned with our mission and values, and comfortable working in a workplace shaped by Christian principles
- Adaptable and willing to grow with a new and evolving role
- Experience in financial services, account opening, or client operations is a plus
Compensation & Benefits:
- Full-time, salaried position with potential performance-based bonus
- Monday work-from-home flexibility
- 401(k) with company match
- Health insurance and life insurance benefits
- Opportunities for professional development, mentoring, and long-term growth
- A workplace shaped by biblical values, team support, and Kingdom-minded purpose
Ready to Join Us?
Submit your application now and become part of a company where relationships come first.
