Client Onboarding Specialist

NationwideRemotemid

Other

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

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,

Technical Tools

Other

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.

Responsibilities

~2 min read

→
Work directly with Empower investment clients and Financial Advisors to establish new client accounts and facilitate asset transfers using proprietary and third-party technology solutions.
→
Serve as a primary point of contact for new clients consolidating outside accounts to Empower, providing high-touch service throughout the onboarding and transfer process.
→
Manage cash and asset movement activities, including Automated Customer Account Transfer Service (ACATS), wire transfers, and ACH transfers.
→
Facilitate three-way calls with outside financial institutions, provide rollover instructions, and assist clients with required account-opening and transfer documentation.
→
Follow up with clients by phone, email, and text regarding outstanding documentation or information needed to complete account opening and asset transfers.
→
Partner with Financial Advisors and the Investment Committee to support appropriate implementation of client portfolios.
→
Explain complex money-movement and asset-transfer processes clearly and professionally to clients by phone and email.
→
Escalate time-sensitive client and operational issues to management and the Sales organization as appropriate.
→
Liaise with broker-dealer custodians and portfolio management providers regarding client operational matters.
→
Coordinate with management to update procedures and improve operational efficiency, accuracy, and completeness.
→
Perform daily reviews of outstanding work to support timely processing and a positive client experience.
→
Assist with monthly and quarterly reporting, departmental projects, and additional ad hoc operational processes.

→
High school diploma or equivalent.
→
A 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.

#LI-Remote

***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.***

What We Offer

~3 min read

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

✓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.

Location & Eligibility

Where is the job

Worldwide

Fully remote, anywhere in the world

Who can apply

Same as job location

About this job

Pay per year: $50,300–$69,125 a year; 12% below the $67,500 median for Other jobs on Jobera (119,193 salaries).
Posted: 1 day ago
Employer: has 504 open jobs on Jobera.