401(k) Implementation Specialist - Remote

Overview

As a 401(k) Implementation Specialist at Human Interest, you will support the setup and launch of new clients' retirement plans, ensuring a smooth onboarding process while engaging with a diverse range of companies.

In Short

• Support the setup and launch of clients' 401(k) plans.
• Communicate with customers to identify their needs.
• Educate clients about their retirement plan choices.
• Work cross-functionally with sales and account management.
• Drive processes to keep customers engaged and happy.
• Identify areas for process improvement.
• 3+ years of customer onboarding experience required.
• Knowledge of retirement plan design needed.
• Strong organizational skills are essential.
• Must have a Bachelor’s degree or equivalent experience.

Requirements

• Possess knowledge and experience with retirement plan design, particularly in 401(k) plans.
• 3+ years of customer onboarding experience in a SaaS environment or retirement industry.
• A “people person” who enjoys interacting with clients.
• Energy and passion for onboarding numerous customers monthly.
• Strong work ethic and proactive follow-up with customers.
• Excellent organizational skills to manage multiple tasks.
• Bachelor’s degree or equivalent experience.

Benefits

• 401(k) plan with employer match and no fees.
• Top health, dental, and vision plans.
• Competitive time off and parental leave.
• Access to financial wellness tools and support.
• Enhanced mental health support.
• Fertility healthcare benefits.
• Student loan resources.
• Work-from-home stipend.
• Engaging team-building experiences.