Onboarding Specialist jobs in United States

Explore 98 matching jobs.

Empower

Client Onboarding Specialist

Empower

Posted: 10/20/2026
Cloud
Ventra Health

Project Lead, Client Onboarding

Ventra Health

Posted: 10/20/2026
Callen-Lorde Community Health Center

Onboarding Specialist

Callen-Lorde Community Health Center

Posted: 10/20/2026
Business Process Outsourcing

Client Onboarding Specialist

Business Process Outsourcing

Posted: 10/19/2026
Atrium

Onboarding Coordinator

Atrium

Posted: 10/19/2026
Truist

Wholesale Payments Client Onboarding Advisor

Truist

Posted: 10/19/2026
WEX

Customer Onboarding Specialist I – French/English Speaking

WEX

Posted: 10/19/2026
SupplyHouse.com

Marketplace Onboarding Manager

SupplyHouse.com

Posted: 10/19/2026
Aprio

Accounting and Onboarding Manager, Client Accounting & Advisory Services – Restaurant, Franchise, Hospitality

Aprio

Posted: 10/16/2026
University of Wisconsin-Madison

Onboarding Coordinator

University of Wisconsin-Madison

Posted: 10/16/2026
Dental Intelligence

SMB Customer Onboarding Specialist

Dental Intelligence

Posted: 10/16/2026
DSV - Global Transport and Logistics

Onboarding Specialist

DSV - Global Transport and Logistics

Posted: 10/15/2026
Unix
Truist

Wholesale Payments Client Onboarding Advisor

Truist

Posted: 10/15/2026
Advocate Aurora Health

Clinician Onboarding Specialist

Advocate Aurora Health

Posted: 10/15/2026
BPCS, Comprehensive marketing solutions, ltd.

IT Operations, Onboarding Coordinator

BPCS, Comprehensive marketing solutions, ltd.

Posted: 10/14/2026
Savvy Wealth

Senior Onboarding Manager

Savvy Wealth

Posted: 10/14/2026
ReSource Pro

Customer Onboarding Analyst, Compliance

ReSource Pro

Posted: 10/14/2026
Cencora

Associate Specialist, Customer Onboarding

Cencora

Posted: 10/14/2026
SAI360

Customer Onboarding Manager

SAI360

Posted: 10/13/2026
PMP
EZFacility

Customer Onboarding Specialist

EZFacility

Posted: 10/13/2026
Empower

Client Onboarding Specialist

Empower
Posted 10/20/2026full-timeRemote • United StatesJuniorMid-Level💰 $50,300 - $69,125 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services operations, particularly in asset transfers, client onboarding, and investment advisory support. Proficient in managing complex operational tasks while delivering high-touch client service through digital channels.

Highest-signal resume keywords
Asset TransfersInvestment Advisory OperationsClient Service ActivitiesOperational EfficiencyRegulatory Knowledge

Tech Stack

Tools & technologies
Cloud

About the role

Key responsibilities & impact
  • Establish new client accounts and facilitate asset transfers from start to finish
  • Work directly with Empower investment clients and Financial Advisors using proprietary and third-party technology solutions
  • Serve as primary contact for clients consolidating outside accounts to Empower
  • Manage cash and asset movements, including ACATS, wire transfers, and ACH transfers
  • Facilitate three-way calls with outside financial institutions and provide rollover instructions
  • Assist clients with account-opening and transfer documentation
  • Follow up by phone, email, and text on outstanding documentation and information
  • Partner with Financial Advisors and the Investment Committee on client portfolio implementation
  • Explain money-movement and asset-transfer processes clearly to clients
  • Escalate time-sensitive client and operational issues to management and Sales
  • Liaise with broker-dealer custodians and portfolio management providers
  • Update procedures and improve operational efficiency, accuracy, and completeness
  • Review outstanding work daily to support timely processing and positive client experiences
  • Assist with monthly and quarterly reporting, departmental projects, and ad hoc operational processes

Requirements

What you’ll need
  • High school diploma or equivalent
  • Minimum of two years of experience in financial services operations
  • Current knowledge of investment products and financial services
  • Experience supporting investment advisory client service activities, including ACATS and IRA distributions
  • Experience with web-based investment service delivery and comfort operating in a paperless, branchless, cloud-based service environment
  • Strong operational, organizational, and follow-up skills for complex and time-sensitive operational work
  • Knowledge of policies and procedures associated with regulatory requirements
  • Strong written and verbal communication skills, including explaining complex operational processes clearly to clients
  • Strong critical-thinking, judgment, and problem-solving skills
  • Proactive approach to identifying client needs, taking ownership of issues, and driving timely resolution
  • Ability to apply a logical, systematic, and sequential approach to problem solving
  • Experience with asset transfers, rollovers, retirement accounts, and investment advisory operations
  • Experience delivering high-touch client service through remote and digital channels
  • Ability to thrive in a fast-paced environment while managing multiple client onboarding activities and changing priorities
  • Applicants must be authorized to work for any employer in the U.S.
  • Must have reliable high-speed internet with a wired connection and a suitable home workspace

Benefits

Comp & perks
  • 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) facilitating inclusion and collaboration
  • Bonus program opportunity for non-sales positions
  • Necessary computer equipment provided
  • Flexible work environment and fluid career paths
  • Internal mobility opportunities
  • Reliable remote-work internet and home-office setup requirements

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
ACATSIRA DistributionsInvestment Products KnowledgeCash ManagementDocumentation ManagementReportingProblem SolvingCritical ThinkingOperational ProcessesClient Onboarding
Soft Skills
Strong Communication SkillsOrganizational SkillsFollow-Up SkillsProactive ApproachJudgment
Tools & Technologies
Web-Based Investment ServicesCloud-Based Service EnvironmentProprietary Technology SolutionsThird-Party Technology Solutions
Industry Keywords
Financial ServicesClient AccountsAsset MovementsBroker-Dealer CustodiansPortfolio Management