Sr Associate, Client Service Onboarding Manager
Core
Lead assigned groups of clients through the retirement plan onboarding process, coordinating projects, providing updates to stakeholders, and ensuring accurate, compliant execution of onboarding activities.
Role type
Senior individual contributor client service onboarding manager
Builds
Retirement plan onboarding experiences for plan sponsors, advisors, and participants
Domain
Financial services / Retirement plan administration
Deliverable
client delivery
Required skills
Client relationship management, stakeholder communication, retirement plan operations, regulatory compliance (ERISA/IRS), transactional processing, recordkeeping, process improvement, project coordination
Preferred skills
Defined contribution plan design knowledge, financial services experience, analytical thinking, Microsoft Office proficiency, workflow systems experience
Responsibilities
Guide and consult plan sponsors and partners through onboarding; manage onboarding for an assigned portfolio; ensure accuracy and compliance in transactional processing; maintain and reconcile client records; lead internal contract and plan coding; identify risks and recommend solutions; collaborate with cross-functional teams to resolve issues.
Seniority
Senior, hands-on IC