Senior Manager Client Onboarding

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 the Senior Manager Client Onboarding at Empower Personal Wealth, you will lead a team of Client Onboarding Specialists in a forward-thinking, technology-focused environment. Your role is pivotal in ensuring the efficient onboarding of new investment clients, addressing client service matters through various channels, and driving continuous improvement within the Client Service department. Join us in redefining industry standards through innovative thinking and client-centric practices.

What you will do

• Manage the onboarding experience for all new investment clients, ensuring efficiency and a positive client experience

• Interact with clients through various communication methods, including email, chat, video conference, and text messages

• Serve as an initial escalation point for client issues; investigate and resolve service elevations and escalations

• Conduct regular touch base meetings, as well as quarterly and annual goal and performance reviews for your team

• Manage daily schedules and PTO, acting as a "player-coach" within the Client Service department.

• Participate in recruiting, hiring, and training of new Client Onboarding Specialists

• Drive client service-related projects by identifying areas for improvement in process, procedure, or technology

What you will bring

• Bachelor's Degree in a related field or equivalent experience

• A minimum of 2 years' experience in financial services

• Series 7 and 24 permitted

What will set you apart

• Deep knowledge of wealth management money movement systems (ACATs, wires, ACH, etc.)

• Intermediate experience with Microsoft Office Suite and CRM systems (Salesforce)

• Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work

• Current knowledge of investment products and services

• Proven abilities to maintain appropriate policies and 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

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