Client Onboarding Specialist | Retirement Plans
#LI-JSS #LI-Hybrid
Job Purpose/Objective
- Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
- Transitions include plan conversions from one recordkeeper to another
Essential Functions and Primary Duties
- Oversee new plan implementation or plan transition process on all levels
- Primary contact for all on-boarding related activity
- Facilitate plan design calls
- Prepare recordkeeper paperwork
- Update internal systems
- Communicate with Plan Sponsors, Financial Advisors and other TPA firms
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Preferred Qualifications
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
- Pension Administrator, Qualified 401K Administrator (QKA)
Minimum Qualifications
- High School Diploma or GED required
- At least three years of professional, retirement plan industry experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization