This is more than onboarding—it’s the moment where trust is built, momentum is created, and the client journey takes shape.
As an Onboarding Associate, you will serve as a critical early touchpoint for new clients, guiding them from application through account setup to funding readiness. Your focus is to keep clients moving forward, reduce friction, and ensure a seamless transition to our Incoming Transfers team.
Own the Application to Funding Journey
Guide clients from application through setup to funding readiness
Ensure all requirements are complete and clients are prepared for handoff
Drive Progress & Reduce Drop-Off
Proactively manage your pipeline and follow up to keep clients moving
Identify and remove blockers that slow progress toward funding
Deliver Clear, Confident Communication
Simplify complex steps into clear next actions
Build client confidence through timely, professional interactions
Ensure Accuracy & Readiness
Review documentation for completeness and compliance
Maintain accurate records in CRM and internal systems
Ensure all onboarding steps align with internal policies and regulatory requirements
Enable a Seamless Handoff
Prepare clients for transition to Incoming Transfers
Partner cross-functionally to ensure continuity and no rework
You start your day by reviewing your onboarding pipeline—quickly identifying where you can drive progress.
You follow up with clients who haven’t completed key steps, clarify what’s needed, and remove friction to keep them moving. Client follow-up may include, but is not limited to, phone calls, emails, chat, video calls, and any other communication channels currently in use or adopted in the future.
You review submitted documents, resolve issues early, and ensure everything is accurate and complete.
Throughout the day, you maintain momentum—answering questions, sending targeted follow-ups, and guiding clients toward funding readiness.
You prepare clients for handoff—confirming all requirements are met and ensuring a smooth transition to the next team.
Your focus is simple: drive progress, reduce friction, and ensure every client is ready for funding.
You’ll succeed in this role if you:
Take full ownership of moving clients from application to funding readiness
Stay proactive and persistent in driving progress
Communicate clearly and confidently with clients
Balance speed and accuracy
Identify and resolve issues before they become blockers
Stay organized and manage multiple clients effectively
Required:
1–2+ years in a client-facing or service-oriented role
Strong written and verbal communication skills
Comfortable using CRM systems and internal tools
Strong organization and attention to detail
Preferred:
Experience in financial services, onboarding, or account setup
Familiarity with IRAs or similar financial products
Why This Role Matters
This role directly impacts:
Application completion rates
Time to funding readiness
Client confidence early in the journey
Seamless handoffs to the next stage
Your ability to move clients efficiently to funding is a key driver of growth.
What You Can Expect From Us
A fast-paced, client-focused environment
Clear expectations and support
A collaborative, improvement-driven team
The opportunity to directly impact client conversion and experience
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