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