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.
Due to business needs, candidates must
be able to work expected shifts of 6am - 3pm MST and / or 7am - 4pm
MST.
What you will do
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 team goals including productivity,
quality, and service quality
What you will
bring
High School
Diploma or GED required, Associate's or Bachelor's
Degree Preferred
A minimum
of 2 years’ experience in financial services operations preferred,
with current knowledge of investment products and services
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
What will set
you apart
Ability
to thrive in a fast-paced environment and adapt to changing
priorities
Collaborative
team player demonstrating strong interpersonal skills
Analytical thinker
translating data into actionable insights
Adaptability and a
proactive approach to embracing new challenges
Ability to learn and
navigate through new systems
#PJPW2
#LI-Remote
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 you
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.
Base Salary Range
$49,300.00 - $67,825.00
The
salary range above shows the typical minimum to maximum base salary
range for this position in the location listed. Non-sales positions
have the opportunity to participate in a bonus program. Sales
positions are eligible for sales incentives, and in some instances
a bonus plan, whereby total compensation may far exceed base salary
depending on individual performance. Actual compensation offered
may vary from posted hiring range based upon geographic location,
work experience, education, licensure requirements and / or skill
level and will be finalized at the time of offer.
Equal opportunity employer
Drug-free workplace
We are an equal opportunity
employer with a commitment to diversity. All individuals,
regardless of personal characteristics, are encouraged to apply.
All qualified applicants will receive consideration for employment
without regard to age (40 and over), race, color, national origin,
ancestry, sex, sexual orientation, gender, gender identity, gender
expression, marital status, pregnancy, religion, physical or mental
disability, military or veteran status, genetic information, or any
other status protected by applicable state or local law.
required to provide reliable high-speed internet with a wired
connection as well as a place in your home to work with limited
disruption. You must have reliable connectivity from an internet
service provider that is fiber, cable or DSL internet. Other
necessary computer equipment, will be provided. You may be required
to work in the office if you do not have an adequate home work
environment and the required internet
connection.
Job Posting End Date at 12 : 01 am
on : 12-04-2025
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Workplace Flexibility :
Remote - Nationwide
Onboarding Specialist • Meriden, CT, New Haven County, CT; Connecticut, United States