Client Onboarding Specialist

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

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-f...