Senior Client Onboarding Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟠 Senior

🚀 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

• Serve as a primary point of contact for new Empower Personal Wealth clients throughout onboarding and asset transfer • Manage cash and asset movement activities, including ACATS, wire transfers, and ACH transfers • Facilitate third-party calls with external financial institutions, provide rollover instructions, and assist with required documentation • Follow up by phone, email, and text regarding outstanding account-opening and asset-transfer requirements • Complete service requests within established SLAs • Explain money movement, account opening, rollover, and transfer processes to clients • Escalate time-sensitive or complex issues to management and sales partners • Liaise with broker-dealer custodians and portfolio management providers • Update procedures and improve operational efficiency, accuracy, and completeness • Perform daily reviews of outstanding work • Support monthly and quarterly reporting, departmental projects, and operational initiatives • Serve as a subject matter expert in investment lines of credit, trusts, and individual 401(k) plans • Mentor newly hired and less experienced team members • Participate in and help lead department meetings and training sessions • Research complex onboarding situations and improve organizational processes and procedures

🎯 Requirements

• High school diploma or GED required • Bachelor’s degree in business, or equivalent work experience preferred • Minimum of 2 years of experience in financial services operations or customer service, with experience in a client onboarding capacity • Experience supporting investment advisory client service activities, including ACATS, IRA distributions, required minimum distributions (RMDs), and account maintenance • Knowledge of investment products and services • Experience managing complex operational workflows with strong organizational and follow-up skills • Knowledge of regulatory-driven policies, procedures, and compliance requirements • Experience supporting web-based or remote investment service delivery • Experience working with broker-dealer custodians, portfolio management platforms, CRM systems, or financial services workflow technology • Strong verbal, written, and active-listening communication skills • Strong interpersonal, teamwork, and collaboration skills • Ability to operate effectively at both tactical and strategic levels • Demonstrated ability to identify process improvement opportunities and communicate recommendations to leadership • Ability to deliver client service within a paperless, branchless, cloud-based operating environment • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions up to 6% • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Paid time off program • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Reliable high-speed internet and wired connection required for remote work; necessary computer equipment will be provided