Client Onboarding Specialist at Empower - New York City, New York Client Onboarding Specialist - Empower

Client Onboarding Specialist

Empower

Location: New York City, New York, USA

Category: Client Services

Salary: 49,300 - 67,825 USD / yearly

Full-time


Job Description

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.

Responsibilities

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 goals of team including productivity, quality, and service quality

Qualifications

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

Perks & Benefits

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • 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, and a 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Why Join Us?

Join us at Empower and be part of a team that values diversity, inclusion, and work-life balance. Chart your own path to success while helping clients achieve financial freedom.