Senior Client Onboarding Specialist

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

As a Senior Client Onboarding Specialist, you will work directly with Empower Personal Wealth's investment clients and Financial Advisors in a progressive thinking, technology-focused environment. You will have demonstrated leadership within the client service team and serve in a capacity where you can take on high net worth clients and challenging requests. You will act as a trusted point of contact for new clients, coordinating the onboarding process from start to finish while maintaining accuracy, timeliness, and compliance. Embrace the opportunity to participate in an organization with a reputation for customer-centricity and long-term client relationships.

The expected shift(s) for this position is 7 : 00 am to 4 : 00 pm MST and / or 8 : 00 am - 5 : 00 pm MST. Candidates must be able to work either of these shifts.

What you will do

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

What you will bring

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

What will set you apart

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

#LI-Remote

#PJPW2

• 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.

What we offer you

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.

Base Salary Range

$54,200.00 - $74,600.00

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

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Posting End Date at 12 : 01 am on :

10-16-2025

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