Customer Onboarding Manager
Skimmer
Senior Client Onboarding Specialist
Empower
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $54,200 - $74,600 per year
Job Level
Senior
Tech Stack
Cloud
About the role
- Facilitate client onboarding calls and third party calls to outside institutions, assisting high net worth clients with all needed documents to successfully onboard their financial accounts
- Handle account opening, transfers in and cash management functions, including Retirement plan rollovers, Annuity Surrenders, ACATs, wires, ACH transfers, etc
- Perform daily reviews of outstanding work to ensure timely processing of tasks within stated SLA and positive customer experience
- Active and urgent escalation of all issues to both direct manager and the onboarding organization
- Actively participate in team culture, fostering a collaborative and positive environment and taking on projects, assisting with training as needed and sharing Empower Personal Wealth culture
Requirements
- High school diploma or GED required; Bachelor’s degree preferred
- Minimum 2 years’ of experience in financial services operations or customer service
- Comprehensive understanding of investment products and client service functions, including ACATs, IRA distributions, and account maintenance
- Strong communication, organization, and problem-solving skills with a focus on client satisfaction
- Proficiency with Salesforce and other digital tools in a remote, paperless environment
- Current knowledge of investment products and services
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
- Comfortable executing a remote-delivery service model -- paperless, branchless, cloud-based infrastructure – and delivering a quality client experience that is better than face-to-face
- Exceptional verbal, written and listening communication skills
- Strong interpersonal skills, team-oriented, and collaborative
Benefits
- 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
- 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services operationscustomer serviceinvestment productsACATsIRA distributionsaccount maintenancecash managementaccount openingtransfersproblem-solving
Soft skills
communicationorganizationclient satisfactioninterpersonal skillsteam-orientedcollaborativepositive environmenttraining assistanceactive escalationfostering culture
Certifications
high school diplomaGEDBachelor’s degree
