Client Onboarding Specialist
Core
Leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact for the transition of new retirement plans to the platform.
Role type
Senior IC Client Onboarding Specialist (Retirement Plans)
Builds
Successful transition of new retirement plans to the platform
Domain
Insurance / Employee Benefits / Retirement Plans
Required skills
Retirement plan compliance, ERISA rules, Plan document management, Stakeholder coordination, Process improvement, Regulatory knowledge
Preferred skills
QKA credential, ASPPA designation, Recordkeeping systems (SunGard Relius, ASC, FIS), Plan reconciliation, Retirement plan design
Technologies
Microsoft Office, SunGard Relius, ASC, FIS
Responsibilities
Manage all aspects of the onboarding process and successful transition of new retirement plans to the platform; Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and Third Party Administrators to establish conversion timelines; Collaborate cross-functionally to ensure the team delivers against Service Level Agreements; Mentor and support junior team members; Manage deadlines and caseload effectively to meet or exceed departmental service goals; Respond to internal and external customer inquiries via phone and written correspondence; Develop familiarity with various Plan Document types; learn to amend, restate, and prepare client notices.
Seniority
Senior, hands-on IC