Client Onboarding Specialist
Core
Lead new retirement plan onboarding and support compliance tasks as the primary client-facing contact for the transition of retirement plans to the platform.
Role type
Senior Client Onboarding Specialist (Retirement Plans)
Builds
Retirement plan conversion processes and data transitions
Domain
Insurance and employee benefits (Retirement Plans)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Retirement plan compliance expertise, ERISA rules knowledge, process building, stakeholder coordination, deadline management, customer inquiry handling, plan document familiarity
Preferred skills
QKA credential, ASPPA designation, experience with SunGard Relius/ASC/FIS systems, retirement plan design knowledge, reconciliation experience, non-ERISA/governmental plan knowledge
Responsibilities
Manage end-to-end onboarding of new retirement plans; coordinate with Financial Advisors, Plan Sponsors, and Third Party Administrators; mentor junior team members; respond to internal and external customer inquiries; develop familiarity with Plan Document types and amendments.
Seniority
Senior, hands-on IC with mentorship duties