Retired.com
Onboarding Associate, New Accounts
This is more than onboarding—it’s the moment where trust is built, momentum is created, and the client journey takes shape. A
Salary
Competitive
Location
Remote
Job Type
Full Time
Posted
3w ago
About the Role
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.
\nOwn the Application to Funding Journey
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Guide clients from application through setup to funding readiness
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Ensure all requirements are complete and clients are prepared for handoff
Drive Progress & Reduce Drop-Off
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Proactively manage your pipeline and follow up to keep clients moving
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Identify and remove blockers that slow progress toward funding
Deliver Clear, Confident Communication
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Simplify complex steps into clear next actions
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Build client confidence through timely, professional interactions
Ensure Accuracy & Readiness
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Review documentation for completeness and compliance
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Maintain accurate records in CRM and internal systems
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Ensure all onboarding steps align with internal policies and regulatory requirements
Enable a Seamless Handoff
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Prepare clients for transition to Incoming Transfers
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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:
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Take full ownership of moving clients from application to funding readiness
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Stay proactive and persistent in driving progress
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Communicate clearly and confidently with clients
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Balance speed and accuracy
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Identify and resolve issues before they become blockers
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Stay organized and manage multiple clients effectively
Required:
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1–2+ years in a client-facing or service-oriented role
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Strong written and verbal communication skills
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Comfortable using CRM systems and internal tools
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Strong organization and attention to detail
Preferred:
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Experience in financial services, onboarding, or account setup
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Familiarity with IRAs or similar financial products
Why This Role Matters
This role directly impacts:
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Application completion rates
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Time to funding readiness
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Client confidence early in the journey
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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
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A fast-paced, client-focused environment
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Clear expectations and support
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A collaborative, improvement-driven team
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The opportunity to directly impact client conversion and experience
Job Details
Location
Remote
Salary
Competitive
Job Type
Full Time
Work Mode
remote
Posted
3w ago
Retired.com
Remote · Full Time · Actively Hiring