- Remote, United States
- Remote
- Full-time · Associate
- $50K–$69K per year
- 2+ years
The Client Onboarding Specialist works directly with Empower's investment clients and Financial Advisors to facilitate new account establishment, asset transfers, and investment account onboarding. This role serves as the primary point of contact for clients consolidating external investment accounts with Empower, delivering personalized, high-touch service throughout the onboarding process.
Compensation
Base Salary Range $50,300.00 - $69,125.00
Responsibilities
- Serve as the primary point of contact for new investment clients throughout the onboarding process, providing personalized support with account establishment, asset transfers, and account consolidation.
- Facilitate cash management and asset movement transactions, including Automated Customer Account Transfer Service (ACATS) transfers, wire transfers, Automated Clearing House (ACH) transfers, and retirement account rollovers.
- Coordinate with external financial institutions to facilitate account transfers, provide rollover instructions, and assist clients with completing required account opening and transfer documentation.
- Proactively follow up with clients via phone, email, and text messaging to obtain outstanding documentation, resolve onboarding requirements, and support timely account funding.
- Collaborate with Financial Advisors and the Investment Committee to coordinate accurate and timely implementation of client investment portfolios.
Requirements
- High school diploma or equivalent
- Nice to have: Supporting investment advisory or wealth management clients