Onboarding Associate, New Accounts

As an Onboarding Associate at you will play a pivotal role in guiding new clients through the initial stages of their journey, from application submission to account funding readiness. This position is integral to building client trust and ensuring a seamless transition into our services.

Your primary responsibilities will include managing the application-to-funding process by proactively overseeing client pipelines, following up to maintain momentum, and identifying and resolving any obstacles that may impede progress. Clear and confident communication is essential, as you will simplify complex procedures into actionable steps, ensuring clients are well-informed and prepared for subsequent phases.

The ideal candidate will possess 1–2 years of experience in client-facing or service-oriented roles, demonstrating strong written and verbal communication skills. Proficiency with CRM systems and internal tools, coupled with exceptional organizational abilities and attention to detail, is required. Experience in financial services, particularly with IRAs or similar financial products, is preferred but not mandatory.

This remote position offers an hourly wage ranging from $22 to $28, reflecting the candidate's experience and qualifications. provides a dynamic, client-focused environment with clear expectations, supportive collaboration, and opportunities to directly impact client conversion and experience.

fosters a culture of continuous improvement and client-centric service. Team members are encouraged to take ownership of their roles, contribute to process enhancements, and collaborate across functions to deliver exceptional client experiences. This role offers significant growth opportunities within the company, making it an excellent choice for individuals seeking to advance their careers in client onboarding and financial services.