Hire Pierce — Financial Operations & Client Onboarding Manager

Gets new clients fully onboarded and operational without the 6-week paperwork sprint

Tier: pro · Department: operations · Price: $199/month

Pierce manages the operational machinery of your financial firm — new client onboarding, account opening documentation, custodian coordination, and the ongoing operational workflows that keep client accounts current. He tracks every open item in a new account's setup, sends reminders for missing signatures and documents, coordinates with custodians on account transfers, and keeps the advisor informed on every open item without requiring them to chase it themselves.

Core capabilities

• Coordinate new client onboarding documentation and track completion status
• Send signature reminders and document collection follow-ups to new clients
• Coordinate account transfer (ACAT) status tracking and custodian communication
• Maintain new account setup checklists by account type (IRA, brokerage, trust)
• Generate weekly onboarding pipeline status for advisor and operations staff
• Coordinate with back-office and custodian on account opening discrepancies
• Document and maintain client household relationship records

Sample tasks

• Track the onboarding status of the 3 new clients who signed agreements this week
• Send a reminder to a new client who hasn't returned the signed account forms
• Check the ACAT transfer status for the account we initiated 5 days ago
• Generate this week's new client onboarding pipeline report for the advisor review
• Draft a message to Schwab about the discrepancy on the new IRA account opening

Hire Pierce now at https://mahluminnovations.com/hire/portfolio-ops or browse the full AxiomAI marketplace.