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Role Description

Looking to jump start a meaningful career in the retirement services industry? Whether you’re new to the field or already building experience, this role gives you the chance to learn, grow, and make an immediate impact. As our Client On-boarding Specialist, you’ll support clients in their first year and ensure their plans start strong, accurate, and compliant.

We are looking for a detail oriented, proactive, and client focused Client Onboarding Specialist to support newly implemented retirement plans during their first year. In this role, you’ll help ensure a smooth transition from New Business to Operations by performing on-boarding audits, validating documents, reviewing data, and guiding clients through the early stages of plan administration.

This is a great opportunity for someone who enjoys problem solving, staying organized, and helping clients feel confident as they begin their retirement plan journey. If you thrive in a role where accuracy, communication, and service matter — this could be a great fit.

What You’ll Do

• Onboarding Audit & Quality Review
  • Conduct full audits of the on-boarding process and related documents
  • Review plan documents, corporate documents, and call notes from initial setup
  • Verify plan status and perform completeness checks
  • Identify missing items and provide clear, actionable summaries for follow-up
• Data & Documentation Accuracy
  • Review system data to ensure accurate plan information
  • Review stock entries and confirm proper stock issuance
  • Organize client folders with all required plan and corporate records
  • Review retirement plan documents and coordinate corrections when needed
• Client Support & Communication
  • Serve as a proactive contact for new clients
  • Provide necessary documents to SBA lenders
  • Assist clients with retirement plan loans
  • Guide clients through the Year End Questionnaire and Census process
  • Explain complex plan rules in simple, client friendly terms
• Plan Operations & Internal Collaboration
  • Build foundational knowledge of plan design, annual requirements, and compliance testing
  • Partner with internal teams to resolve on-boarding issues
  • Use internal tools, including Pension Pro, to manage tasks
  • Maintain tasks within required internal and external deadlines
  • Handle confidential plan information professionally and securely
• Additional Duties
  • Participate in special projects as needed
  • Take ownership of all tasks and deliverables for assigned clients
  • Thrive in a fast paced, deadline driven environment

Qualifications

• Strong customer service and communication skills
• Ability to manage multiple projects accurately and efficiently
• Excellent organizational and problem solving abilities
• Proficiency in Microsoft Excel, Word, and Outlook
• Ability to interact professionally with clients, partners, and internal teams
• Self-starter who works well independently and as part of a team
• Strong attention to detail
• High school diploma or GED required

Your Work Environment

• Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed)
• Fully remote — must maintain a secure home office
• Must reside in one of the eligible states listed below
• Must live in - AZ, CA, CO, FL, GA, IA, MD, MI, MN, MA, NC, NY, NJ, OH, PA, SC, TX, UT, LA

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• Generous PTO, paid holidays, and floating holidays
• Fully remote work environment
• Professional development
• A collaborative, supportive team that values your success