About the role

What you'll do

• Lead clients through available account funding methods, including cash deposits, contributions, rollovers, and in-kind transfers, while clearly explaining required paperwork and next steps without offering tax, legal, or investment guidance.
• Manage scheduled onboarding conversations from the initial welcome call through the transition to the service team, including portal orientation, security guidance, investment process education, reporting overviews, progress reviews, and final handoff coordination.
• Examine submitted forms and supporting documents for completeness and accuracy, and follow up promptly to obtain any outstanding beneficiary or account information.
• Maintain precise client data in HubSpot and verify that call activity is properly captured through Talkdesk for reliable recordkeeping.
• Take immediate ownership of company-related service issues by communicating with clients the same day, documenting the matter, and setting clear expectations for resolution.
• Conduct client check-ins tied to onboarding quality and satisfaction, then escalate concerns or complete follow-up actions according to established service standards.
• Apply approved discretion for fees and processing decisions when appropriate, and direct sales-related account matters through the correct internal channels.
• Collaborate with Sales, Relationship Management, Operations, Marketing, Technology, Product, and Compliance to improve the client experience and recommend workflow enhancements as manual processes become more automated.
• Use AI-enabled and productivity tools responsibly to improve efficiency, protect regulated information, and share effect

What you'll bring

• High school diploma or equivalent required
• an associate or bachelor's degree in business, finance, or a related field is preferred
• Practical experience with AI tools such as Claude, Co-Pilot, Gemini, or ChatGPT
• At least 1-2 years of experience in financial services, client onboarding, customer success, or a comparable client-facing support role
• Familiarity with retirement account types such as Traditional IRA and Roth IRA, along with a practical understanding of account funding workflows
• Strong organizational skills and close attention to detail, with the judgment needed to manage confidential and sensitive information appropriately

Benefits

• contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles
• Robert Half works to put you in the best position to succeed
• We provide access to top jobs, competitive compensation and benefits, and free online training
• Stay on top of every opportunity - whenever you choose - even on the go
• Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more
• All applicants applying for U.S