[Remote] Senior Client Onboarding Specialist at Empower

San Antonio, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

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
Applicants must be authorized to work for any employer in the U.S. (no sponsorship)
Ability to work 7:00 am to 4:00 pm MST and/or 8:00 am - 5:00 pm MST shifts

Responsibilities

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
Actively and urgently escalate all issues to both direct manager and the onboarding organization
Actively participate in team culture, fostering a collaborative and positive environment, taking on projects, assisting with training as needed, and sharing Empower Personal Wealth culture
Work directly with Empower Personal Wealth’s investment clients and Financial Advisors
Act as a trusted point of contact for new clients, coordinating the onboarding process from start to finish while maintaining accuracy, timeliness, and compliance
Demonstrate leadership within the client service team and handle high net worth clients and challenging requests

Skills

Key technologies and capabilities for this role

Client OnboardingAccount OpeningACATsWiresACH TransfersRetirement RolloversAnnuity SurrendersCash ManagementSLA ManagementHigh Net Worth Client ServiceFinancial Compliance

Empower

Personal finance management and credit building

About Empower

Empower.me provides personal finance management and credit building services through a subscription model. Users can sign up for a 14-day free trial, after which they pay $8 per month for access to various financial tools. These tools include customizable payment plans, budgeting features, and credit score monitoring. A key aspect of Empower.me is its focus on helping users build credit by reporting their payments to credit bureaus, which can enhance their credit history if payments are made on time. Additionally, Empower.me offers a Thrive line of credit, which involves a soft inquiry on the user's credit report, ensuring that their credit score remains unaffected during the application process. Unlike many competitors, Empower.me specifically targets individuals with no minimum credit score, aiming to improve their financial health and savings.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$96.8MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Generous equity package

Full healthcare benefits

Unlimited PTO

Technology expense reimbursement

Work from anywhere

Risks

Increased competition from fintech companies like Chime and Varo could impact market share.

Integration challenges from acquisitions may disrupt operations and delay strategic goals.

Regulatory scrutiny on credit services could increase compliance requirements and costs.

Differentiation

Empower offers a unique subscription-based model for financial management tools.

The company focuses on credit building by reporting payments to credit bureaus.

Empower's Thrive line of credit involves a soft inquiry, not affecting credit scores.

Upsides

Acquisition of Petal and Cashalo expands Empower's product offerings and customer base.

Increased demand for financial literacy tools among millennials and Gen Z benefits Empower.

Growing interest in alternative credit scoring aligns with Empower's mission for underserved consumers.

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