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Client Onboarding Specialist
Client Onboarding SpecialistEmpower • Meriden, CT, New Haven County, CT; Connecticut, United States
Client Onboarding Specialist

Client Onboarding Specialist

Empower • Meriden, CT, New Haven County, CT; Connecticut, United States
17 hours ago
Job type
  • Full-time
Job description

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

  • 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 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.

  • For remote and hybrid positions you will be
  • 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

    Want the latest money

    news and views shaping how we live, work and play? Sign up for

    Empower’s free newsletter and check out The Currency.

    Workplace Flexibility :

    Remote - Nationwide

    Create a job alert for this search

    Onboarding Specialist • Meriden, CT, New Haven County, CT; Connecticut, United States

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