Onboarding Education Consultant (Remote)

Manulife; Massachusetts; Remote; USD 85,000 - 101,000; Full time

Job summary

A financial services organization in Massachusetts is seeking a candidate to enhance client onboarding experiences. Responsibilities include evaluating client needs, documenting onboarding processes, and collaborating with sales teams. Ideal applicants will have relevant educational background and experience in financial services or client services, with strong interpersonal and organizational skills. This position offers a flexible remote work arrangement and comprehensive benefits.

Benefits

Comprehensive benefits package

Flexible remote work arrangement

Opportunities for career growth

Qualifications

• 2-4 years of experience in financial services or related field.
• Experience in client-facing environments.
• Strong interpersonal skills and collaboration abilities.

Responsibilities

• Assess client needs and recommend customized onboarding solutions.
• Conduct in-depth interviews to understand client objectives.
• Document onboarding activities and client interactions.

Skills

Client need assessment

Customer service

Collaboration

Organizational skills

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Office Suite

Job description

Why consider this job opportunity

• Salary up to $100,625
• Opportunity for career advancement and growth within the organization
• Flexible remote work arrangement
• Comprehensive benefits package, including health, dental, vision, and retirement savings plans
• Supportive work environment that prioritizes well-being and inclusion
• Chance to make a meaningful impact on client onboarding experiences

What to Expect (Job Responsibilities)

• Partner with Sales Teams and Relationship Managers to assess client needs and recommend customized onboarding solutions
• Conduct in-depth interviews and research to understand plan objectives and participant profiles
• Maintain accurate documentation of onboarding activities and client interactions in Salesforce
• Collaborate with Financial Representatives to determine effective communication methods for new employees
• Coordinate the setup and delivery of onboarding resources and training materials

What is Required (Qualifications)

• Bachelor’s degree preferred or equivalent professional experience in a related field
• 2–4 years of experience in financial services, preferably within retirement plans or employee benefits
• Experience in call center or client-facing environments with a focus on sales or education
• Exceptional organizational skills to manage multiple priorities in a fast-paced environment
• Strong interpersonal and relationship management skills with proven collaboration abilities

How to Stand Out (Preferred Qualifications)

• Experience using CRM systems, particularly Salesforce
• Proficiency in Microsoft Office Suite
• Excellent verbal and written communication skills tailored to diverse audiences
• Background in training or enablement initiatives

#FinancialServices #Onboarding #RemoteWork #CareerGrowth #EmployeeBenefits

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