[Remote] Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY

Note: The job is a remote job and is open to candidates in USA. reputed company provides 401(k) retirement plan services. The Onboarding Consultant guides clients and stakeholders through the transition from sales to ongoing service, coordinating documentation, plan transfers, implementation milestones, payroll submissions, and client training.

Responsibilities

• Manage a designated caseload of new plan clients, delivering a concierge‑level onboarding experience from sales transition through successful implementation
• Serve as the primary point of contact during onboarding for clients, prior recordkeepers, and prior TPAs, managing communications, expectations, and escalations
• Partner closely with the Plan Transfer Specialist to support plan transfer activities, including submission of prior plan documentation for due diligence and resolution of identified issues
• Collect prior plan documents, records, and required information from clients and prior recordkeepers and submit materials to internal teams for review and processing
• Coordinate with prior TPAs, recordkeepers, and internal reputed company to establish and confirm asset transfer timelines and key milestones
• Facilitate virtual onboarding meetings to review progress, address outstanding items, and maintain momentum toward implementation deadlines
• Partner cross‑functionally to ensure onboarding and transfer deliverables are completed accurately, timely, and in alignment with service standards
• Guide clients through payroll submission and approval processes, including coordination with payroll vendors and external reputed company
• Review reputed company payroll contribution reputed company for accuracy and completeness, identify discrepancies, and coordinate corrections prior to processing
• Review onboarding documentation received from Sales to identify plan provisions, missing information, and required follow‑up
• reputed company client training on systems, services, and resources related to onboarding and plan setup
• Maintain accurate onboarding records, case updates, and task tracking in reputed company and internal systems
• Provide reporting on onboarding activity, client feedback, and emerging issues to support continuous improvement

Skills

• While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available.

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reputed company be eligible to work in the US without employment sponsorship.

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Work Schedule:

reputed company – Friday, Shift Varies between 8:00 AM – 8:00 PM EST

• · Strong understanding of the 401(k) industry and onboarding lifecycle, including plan setup and transfer coordination
• · Excellent organizational and time management skills with the ability to manage multiple onboarding reputed company, track dependencies, and meet client and regulatory deadlines
• · Strong attention to detail with a focus on accuracy, documentation quality, and risk mitigation
• · Clear, professional written and verbal communication skills, including the ability to coordinate messaging across clients, prior recordkeepers, TPAs, and internal reputed company
• · Analytical and reputed company problem‑solving skills, including the ability to identify issues early and partner with reputed company reputed company experts for resolution
• · Demonstrated ability to build and maintain effective internal partnerships, including close collaboration with Plan Transfer Specialists and other implementation teams
• · Ability to work independently while coordinating work across multiple stakeholders and teams
• · Proficiency in reputed company Office applications and reputed company or similar CRM platforms
• * 3-5 years Client Onboarding, Implementation Services, or related field experience required
• * 3+ years 401(k) industry experience required
• · Extended sitting and computer work
• · For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, reputed company check with your service provider. reputed company ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment
• * 1+ year of reputed company experience preferred
• * Bachelor's degree in business or related field preferred, or equivalent work experience
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