[Hiring] Onboarding Associate, New Accounts @Retired.com
Onboarding Associate, New Accounts @Retired.com
Customer Service
Salary $22 - $28 an ho..
Remote Location
Employment Type full-time
Posted 1wk ago

[Hiring] Onboarding Associate, New Accounts @Retired.com

1wk ago - Retired.com is hiring a remote Onboarding Associate, New Accounts. πŸ’Έ Salary: $22 - $28 an hour πŸ“Location: Worldwide

Role Description

This is more than onboardingβ€”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

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

Requirements

  • 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

Benefits

  • $22 - $28 an hour
  • A fast-paced, client-focused environment
  • Clear expectations and support
  • A collaborative, improvement-driven team
  • The opportunity to directly impact client conversion and experience
Before You Apply
️
worldwide Be aware of the location restriction for this remote position: Worldwide
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Onboarding Associate, New Accounts @Retired.com
Customer Service
Salary $22 - $28 an ho..
Remote Location
Employment Type full-time
Posted 1wk ago
Apply for this position
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️
worldwide Be aware of the location restriction for this remote position: Worldwide
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply βœ“
Applied βœ“
Sent Follow-Up βœ“
Interview Scheduled βœ“
Interview Completed βœ“
Offer Accepted βœ“
Offer Declined βœ“
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