Client Onboarding Specialist – Retirement Plans - Remote

Overview

The Client Onboarding Specialist at Benetrends Financial plays a crucial role in supporting clients during their first year of retirement plan implementation, ensuring accuracy and compliance.

In Short

• Conduct onboarding audits and quality reviews.
• Review plan and corporate documents for accuracy.
• Provide proactive client support and communication.
• Assist clients with retirement plan loans and documentation.
• Organize client folders and maintain accurate records.
• Collaborate with internal teams to resolve onboarding issues.
• Manage multiple projects efficiently.
• Ensure compliance with internal and external deadlines.
• Participate in special projects as needed.
• Thrive in a fast-paced, deadline-driven environment.

Requirements

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

Benefits

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