Client Onboarding Manager

Job Summary

A company is looking for an Intermediate Client Onboarding Manager (Mid-Market Retirement SEP).

Key Responsibilities

• Manage the onboarding and installation of defined contribution retirement plans for new and existing plan sponsors
• Ensure compliance by monitoring record keeping setup, asset transfers, and regulatory notices
• Serve as the primary contact for plan sponsors, managing relationships and communications throughout the installation process

Required Qualifications

• Bachelor's degree in a business field or equivalent experience
• Two years of experience in the financial services industry, including client management and installations
• Good understanding of retirement plan regulations
• Client-focused with a commitment to exceptional service
• Time management and organizational skills to handle multiple installations