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
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Pierce is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Pierce is not a chatbot or a canned workflow tool. Pierce understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
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Ready to start? Hire Pierce today, or contact us if you'd like a guided demo first.