Client Onboarding Analyst

Job Summary

Supporting the end-to-end onboarding of newly sold 401(k) plans, the full-time remote Client Onboarding Analyst will manage plan setup tasks, prepare documentation, coordinate payroll integration, and serve as the primary contact for plan sponsors and advisors throughout the process.

Key responsibilities

• Manage a pipeline of new 401(k) plan cases from contract to go-live, ensuring timely progress and compliance with established milestones
• Draft and verify plan documents, ensuring compliance with ERISA, IRS, and DOL requirements while maintaining accurate case records
• Coordinate payroll setup with plan sponsors, guiding them through integration processes and monitoring initial payroll submissions for accuracy

Required qualifications

• Experience in the 401(k) or retirement plan industry, particularly in new plan setup and implementation
• Working knowledge of 401(k) plan design and administration, including relevant regulatory requirements
• Familiarity with payroll integrations and digital onboarding workflows
• Proficiency with CRM tools such as Salesforce and workflow management platforms
• Bachelor's degree or equivalent combination of education and experience