Client Onboarding Specialist

🔥 21 minutes ago

🇺🇸 United States – Remote

💵 $50.3k - $69.1k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

🦅 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

• 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

🎯 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.

🏖️ 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.