Client Onboarding Specialist

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Establish new client accounts and facilitate asset transfers from start to finish • Work directly with Empower investment clients and Financial Advisors using proprietary and third-party technology solutions • Serve as the primary point of contact for new clients consolidating outside accounts to Empower • Manage cash and asset movement activities, including ACATS, wire transfers, and ACH transfers • Facilitate three-way calls with outside financial institutions and provide rollover instructions • Assist clients with account-opening and transfer documentation • Follow up by phone, email, and text regarding outstanding documentation or information • Partner with Financial Advisors and the Investment Committee to support appropriate client portfolio implementation • Explain money-movement and asset-transfer processes clearly to clients • Escalate time-sensitive client and operational issues to management and Sales • Liaise with broker-dealer custodians and portfolio management providers • Update procedures and improve operational efficiency, accuracy, and completeness • Perform daily reviews of outstanding work • Assist with monthly and quarterly reporting, departmental projects, and ad hoc operational processes

🎯 Requirements

• High school diploma or equivalent • Minimum of two years of experience in financial services operations • Current knowledge of investment products and financial services • Experience supporting investment advisory client service activities, including ACATS and IRA distributions • Experience with web-based investment service delivery and comfort operating in a paperless, branchless, cloud-based service environment • Strong operational, organizational, and follow-up skills with the ability to manage complex and time-sensitive operational work • Knowledge of policies and procedures associated with regulatory requirements • Strong written and verbal communication skills, including the ability to explain complex operational processes clearly to clients • Strong critical-thinking, judgment, and problem-solving skills • Proactive approach to identifying client needs, taking ownership of issues, and driving timely resolution • Ability to apply a logical, systematic, and sequential approach to problem solving • Experience with asset transfers, rollovers, retirement accounts, and investment advisory operations • Experience delivering high-touch client service through remote and digital channels • Ability to thrive in a fast-paced environment while managing multiple client onboarding activities and changing priorities • Applicants must be authorized to work for any employer in the U.S. • Reliable high-speed internet with a wired connection and a suitable home workspace with limited disruption

🏖️ 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) facilitating inclusion and collaboration • Bonus program opportunity for non-sales positions • Other necessary computer equipment provided • Flexible work environment