Onboarding Associate, New Accounts

Designing Health, Retired

Salary: $45k - $58k
Experience: 1+ yrs
Location: United States
Job type: Full-time

Required skills

communication skills
compliance
CRM
cross-functionally

About the role

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

About Designing Health, Retired

Self-directed retirement platform for alternative asset investments.

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