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
Gestionar los trámites necesarios ante las entidades de crédito de acuerdo a las leyes y reglamentos vigentes y a las políticas de la empresa, para obtener las autorizaciones que permitan a la plaza iniciar los trabajos de construcción de los fraccionamientos.
High-performing Virtual Assistants who become the operational backbone of U.S. businesses, handling administrative and operational tasks for clients and internal teams.
Compensation
Client Facing PST time zone | 100% Remote | USD $5/hr
Responsibilities
Handle inbound and outbound calls
Managing administrative and operational tasks
Supporting clients and internal teams
Handling calendars, follow-ups, inboxes, and coordination
Working across CRMs, spreadsheets, and multiple platforms
Mid-Level D365FO Developer to support the design, development, and enhancement of the Microsoft Dynamics 365 Finance & Operations (D365FO) platform, delivering scalable, compliant, and high-performing solutions for global business operations.
Compensation
Competitive compensation package aligned with your skills and experience
Night differentials pay to help maximize your earnings
Responsibilities
Design, develop, and maintain customizations within D365FO using X++, extensions, and best practice design patterns
Build and modify forms, tables, classes, SSRS reports, workflows, and data entities
Ensure all customizations follow Microsoft One Version and extension-based development standards
Develop and support integrations between D365FO and external systems using APIs, OData, and Data Management Framework (DMF)
Assist with data migration activities including data mapping, validation, transformation, and reconciliation
Requirements
Bachelor’s degree in Computer Science, Information Systems, or related field (or equivalent experience)
Nice to have: Global ERP environments
Nice to have: multi-entity, multi-currency implementations
Ejercer la dirección técnica de las actividades relacionadas con gases medicinales, asegurando el cumplimiento de las Buenas Prácticas de Manufactura y las demás disposiciones sanitarias aplicables.
Responsibilities
Ejercer la Dirección Técnica del establecimiento fabricante de gases medicinales, garantizando el cumplimiento de la normativa sanitaria vigente y los estándares de la compañía.
Liderar la gestión regulatoria ante INVIMA, incluyendo obtención y mantenimiento de registros sanitarios, trámites regulatorios y requisitos para la comercialización de productos medicinales.
Garantizar el cumplimiento de las Buenas Prácticas de Manufactura (BPM) y del Sistema de Garantía de Calidad en la fabricación, almacenamiento y distribución de gases medicinales.
Asegurar la liberación de lotes, trazabilidad y calidad del producto durante todo su ciclo de vida, incluyendo documentación, validaciones, calibraciones y estabilidad.
Liderar y atender auditorías e inspecciones de calidad y BPM, asegurando el seguimiento y cierre de hallazgos y planes de acción.
An Auditor is responsible for investigating and troubleshooting any invoices needing rate audit or duplicate audit review that are not auto processed by identifying and verifying rates and guidelines in the Client/Carrier contract prior to approving payments. In addition, the Auditor will work with the client to identify issues and offer suggestions on how to improve their carrier contracts by addressing inaccurate and problematic issues and violations.
Locations (4)
Cebu City, Central Visayas, Philippines
Bogotá, Colombia
Chicago, Illinois, United States
Fort Myers, Florida, United States
Compensation
Compensation range expected $18.00 to $25.00 per hour, non-exempt and eligible for overtime.
People Operations Business Partner to anchor the Rotterdam office, supporting Rotterdam and non-US teams in establishing people operations and compliance frameworks.
Locations (2)
Rotterdam, South Holland, Netherlands
Capelle aan den IJssel, South Holland, Netherlands
Compensation
The full-time base pay range for this role is €65,000 to €95,000 annually.
Responsibilities
Lead end-to-end people operations in the Netherlands, encompassing human resources, organizational change management, compensation, pension, and local benefits administration.
Manage local compliance and regulatory relationships, Verzuim, and employee-data GDPR.
Oversee Rotterdam site operations, including facilities management, health and safety (RI&E), and local vendor partnerships.
Administer the regional people and site budget in collaboration with global Finance.
Coordinate local contributions to global programs, such as SOC 1 & 2 evidence gathering and business continuity drills.
SIEMBRA Y REGISTRO DE PAQUETESNewRuba · Mexico
Copy of Commercial Lines Client ManagerNewRoss & Yerger Insurance, Inc. · Jackson, US
AuditorNewLoop · Remote, Philippines+3 more