Finance Systems and Analytics Analyst
Boeing
Client Onboarding Specialist
Empower
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $49,300 - $67,825 per year
Job Level
JuniorMid-Level
About the role
- 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-functional teams on all internal and external operational matters
- Provide excellent customer service while meeting team goals including productivity, quality, and service quality
Requirements
- High School Diploma or GED required
- Associate's or Bachelor's Degree Preferred
- A minimum of 2 years’ experience in financial services operations preferred, with current knowledge of investment products and services
- Proven experience in roles that require critical thinking, including but not limited to client operations, customer support, or education
- Experience handling complex tasks while also meeting daily productivity goals
- Strong communication skills, both written and verbal, emphasizing clarity and empathy
- Detail-oriented with excellent organizational and problem-solving abilities
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
