Client Onboarding Specialist

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.

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