Job Description

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.

What you'll do

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

A day in the life:

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

Qualifications

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