401(k) Onboarding Analyst

Job Summary

Providing flexible coverage across onboarding functions, the full-time remote 401(k) Onboarding Analyst will manage client onboarding, plan conversions, and client servicing while ensuring compliance and maintaining service levels.

Key Responsibilities

• Work across New Plans, Conversions, and client servicing based on volume and coverage needs, managing assigned cases to completion
• Support new plan setups and conversions, coordinating with stakeholders to ensure timely progress and resolution of issues
• Conduct onboarding meetings and provide operational coverage, ensuring continuity and clear communication throughout the onboarding process

Required Qualifications

• 3+ years of experience in the 401(k) or retirement plan industry, with a focus on onboarding and client service
• Working knowledge of 401(k) plan design, payroll integration, and relevant compliance regulations
• Experience conducting client-facing calls or meetings with external partners
• Proficiency in Salesforce or similar CRM tools and Microsoft Office
• Bachelor's degree or equivalent combination of education and experience