401(k) Onboarding Specialist

Job Summary

A company is looking for a Fast Track Specialist.

Key Responsibilities

• Communicate with customers to identify their needs and assist in establishing 401(k) plans
• Educate and guide newly signed customers about retirement savings options
• Manage internal and external stakeholders to ensure customer satisfaction and process improvement

Required Qualifications

• 3+ years in a troubleshooting and problem-solving role
• At least 1 year of customer service experience
• Experience working with retirement plans or payroll providers
• Bachelor's degree or equivalent experience
• Strong PC skills, including experience with G-Suite products