Location: New York City, New York, USA
Category: Client Services
Salary: 49,300 - 67,825 USD / yearly
Full-time
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.
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
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
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.
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.