Client Onboarding Specialist

Job not on LinkedIn

🔥 16 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

• Serve as the primary point of contact for new investment clients throughout onboarding • Support account establishment, asset transfers, account consolidation, and timely account funding • Facilitate ACATS transfers, wire transfers, ACH transfers, retirement account rollovers, and cash management transactions • Coordinate with external financial institutions on transfers, rollover instructions, and required documentation • Follow up with clients by phone, email, and text to obtain outstanding documentation and resolve onboarding requirements • Collaborate with Financial Advisors and the Investment Committee on portfolio implementation • Explain account transfer, rollover, and money movement processes to clients • Identify, escalate, and communicate time-sensitive onboarding issues to management and internal partners • Liaise with broker-dealer custodians, portfolio management providers, and internal teams to resolve operational matters • Review operational work queues daily, resolve processing delays, and maintain a positive client experience • Develop and maintain operational procedures to improve efficiency, accuracy, completeness, and consistency • Assist with departmental reporting, monthly and quarterly projects, and operational initiatives • Maintain accurate client records and onboarding documentation in accordance with procedures and regulatory requirements

🎯 Requirements

• High school diploma or equivalent required • Knowledge of investment products, financial services operations, and investment account onboarding processes • Familiarity with account opening documentation, asset movement processes, and client onboarding workflows • Ability to work effectively within a digital financial services environment using web-based applications, cloud-based platforms, and paperless account processing • Strong organizational, operational, and follow-up skills, with the ability to manage complex tasks and competing deadlines • Ability to explain investment account processes and financial transactions clearly and professionally • Strong critical thinking, analytical, and problem-solving skills • Ability to independently research and resolve client service issues while maintaining accuracy and attention to detail • Understanding of operational policies, procedures, and regulatory requirements applicable to financial services activities • Ability to collaborate with Financial Advisors, custodians, internal business partners, and external financial institutions • Proficiency with digital communication tools, web-based financial services applications, and multiple technology platforms • Minimum of 2 years of experience in financial services operations, investment account servicing, or client onboarding • Previous experience supporting investment advisory or wealth management clients • Experience processing ACATS transfers, ACH transactions, wire transfers, retirement account rollovers, and IRA distributions • Experience coordinating with broker-dealer custodians, investment advisors, or portfolio management providers • Familiarity with digital account opening platforms, electronic document workflows, and cloud-based financial services technology • Experience supporting investment portfolio implementation and collaborating with Financial Advisors • Experience managing complex account transfers, client escalations, and time-sensitive onboarding requests • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable high-speed internet with a wired connection and an adequate home workspace

🏖️ 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 • Reliable high-speed internet with a wired connection and home workspace required for remote work • Necessary computer equipment provided

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