Client Onboarding Specialist

Empower

2d • $50,300 - $69,125 • Hybrid

About The Position

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to finish.

Requirements

• A minimum of 2 years’ experience in financial services operations preferred, with current knowledge of investment products and services.
• Experience with all areas of the client service aspect of investment advisory such as ACAT and IRA distributions.
• Proven experience in roles that require critical thinking, including but not limited to, client operations, customer support, or education
• Experience handling complex tasks while also meeting daily productivity goals
• Strong communication skills, both written and verbal, emphasizing clarity and empathy
• Detail-oriented with excellent organizational and problem-solving abilities
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Nice To Haves

• Ability to thrive in a fast-paced environment and adapt to changing priorities
• Collaborative team player demonstrating strong interpersonal skills
• Analytical thinker translating data into actionable insights
• Adaptability and a proactive approach to embracing new challenges
• Ability to learn and navigate through new systems

Responsibilities

• Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform
• Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference
• Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners
• Work closely with cross-functional teams on all internal and external operational matters
• Provide excellent customer service while meeting goals of team including productivity, quality, and service quality

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed