Sr. 401(k) Onboarding Associate
Core
Guide B2B clients through the 401(k) plan setup and conversion process to ensure a seamless launch on the Betterment platform.
Role type
Senior 401(k) Onboarding Associate
Builds
Custom 401(k) plan migrations and new plan setups for small and medium-sized businesses
Domain
Financial services / Retirement planning
Required skills
Project management, 401(k) plan lifecycle expertise, B2B onboarding experience, retirement services knowledge, CRM proficiency, cross-functional communication
Preferred skills
Experience with Salesforce/Zendesk, ability to navigate complex systems, strong written communication
Technologies
Salesforce, Zendesk, Clinic
Responsibilities
Manage end-to-end client migrations from prior recordkeepers, track plan details during setup/conversion, review and apply conversion data for accuracy, communicate with clients to resolve questions, coordinate with payroll and retirement providers, participate in client meetings and hand-offs
Seniority
Senior, hands-on IC