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

Role 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

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