Client Onboarding Specialist - Retirement Plans
Employer Industry: Retirement Services
Why consider this job opportunity:
- Competitive compensation package
- Generous PTO, paid holidays, and floating holidays
- Fully remote work environment offering flexibility
- Opportunity for professional development and career advancement
- Collaborative and supportive team culture that values your success
What to Expect (Job Responsibilities):
- Conduct comprehensive audits of the on-boarding process and related documents
- Review plan and corporate documents for accuracy and completeness
- Serve as a proactive contact for new clients, assisting them with their retirement plans
- Collaborate with internal teams to resolve any on-boarding issues
- Maintain confidentiality and professionalism while handling sensitive plan information
What is Required (Qualifications):
- High school diploma or GED required
- Strong customer service and communication skills
- Excellent organizational and problem-solving abilities
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to manage multiple projects accurately and efficiently
How to Stand Out (Preferred Qualifications):
- Previous experience in client support or retirement services
- Experience with internal tools such as Pension Pro
- Ability to explain complex concepts in simple, client-friendly terms
- Strong attention to detail and ability to work independently
- Familiarity with compliance testing and plan design
#RetirementServices #ClientSupport #RemoteWork #CareerGrowth #TeamCollaboration
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
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Apply To this Job
Why consider this job opportunity:
- Competitive compensation package
- Generous PTO, paid holidays, and floating holidays
- Fully remote work environment offering flexibility
- Opportunity for professional development and career advancement
- Collaborative and supportive team culture that values your success
What to Expect (Job Responsibilities):
- Conduct comprehensive audits of the on-boarding process and related documents
- Review plan and corporate documents for accuracy and completeness
- Serve as a proactive contact for new clients, assisting them with their retirement plans
- Collaborate with internal teams to resolve any on-boarding issues
- Maintain confidentiality and professionalism while handling sensitive plan information
What is Required (Qualifications):
- High school diploma or GED required
- Strong customer service and communication skills
- Excellent organizational and problem-solving abilities
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to manage multiple projects accurately and efficiently
How to Stand Out (Preferred Qualifications):
- Previous experience in client support or retirement services
- Experience with internal tools such as Pension Pro
- Ability to explain complex concepts in simple, client-friendly terms
- Strong attention to detail and ability to work independently
- Familiarity with compliance testing and plan design
#RetirementServices #ClientSupport #RemoteWork #CareerGrowth #TeamCollaboration
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
Apply tot his job
Apply To this Job