Client Onboarding Specialist

RemoteWorker US; Centerport (NY); Remote; USD 49,000 - 68,000; Full time

Job summary

Join a forward-thinking company as a Client Onboarding Specialist, where you will play a crucial role in enhancing client experiences. This position offers the opportunity to assist clients with their onboarding journey, ensuring a seamless process for establishing new accounts and transferring assets. You'll collaborate with cross-functional teams and provide outstanding customer support while meeting productivity goals. The company values work-life balance, offers a flexible work environment, and is committed to diversity and inclusion. If you're looking to make a meaningful impact in a supportive setting, this role is tailored for you.

Benefits

Medical, dental, vision, and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Leave of absence programs

Business Resource Groups (BRGs)

Qualifications

• Experience in client operations or customer support roles is essential.
• Strong communication and organizational skills are required.

Responsibilities

• Assist clients with onboarding and complex tasks on our platform.
• Provide excellent customer service while meeting team goals.

Skills

Critical Thinking

Customer Support

Communication Skills

Organizational Skills

Problem Solving

Education

High School Diploma or GED

Associate's Degree

Bachelor's Degree

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.

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 goals of team including productivity, quality, and service quality

What you will bring

• High School Diploma or GED required, Associate's or Bachelor's Degree Preferred
• 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

What we offer you

• 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation.

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.

***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.***

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.***