3 Client Onboarding Specialist Jobs in Greenwood, CO
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Client Onboarding Specialist
$56k-69k (estimate)
Full Time | Social & Legal Services
3 Weeks Ago
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Empower is Hiring a Client Onboarding Specialist Near Greenwood, CO
Grow your career with a growing organizationWhether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
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.
What You Will Do
What We Offer YouWe 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.
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-21-2024
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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.
What You Will Do
- 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
- A minimum of 2 years experience in a client onboarding or service role with experience in financial services preferred
- 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
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Collaborative team player demonstrating strong interpersonal skills
- Analytical thinker translating data into actionable insights
- Adaptability and a proactive approach to embracing new challenges
- Ability to learn and navigate through new systems
What We Offer YouWe 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.
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
- Drug-free workplace
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-21-2024
Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Social & Legal Services
SALARY
$56k-69k (estimate)
POST DATE
08/18/2024
EXPIRATION DATE
08/22/2024
HEADQUARTERS
IRMO, SC
SIZE
50 - 100
FOUNDED
2010
CEO
MAXINE SUMPTER
REVENUE
<$5M
INDUSTRY
Social & Legal Services
Related Companies
Show more
The following is the career advancement route for Client Onboarding Specialist positions, which can be used as a reference in future career path planning. As a Client Onboarding Specialist, it can be promoted into senior positions as a Customer Success Associate III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Onboarding Specialist. You can explore the career advancement for a Client Onboarding Specialist below and select your interested title to get hiring information.
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