Onboarding Specialist I

Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nebraska, North Carolina, Texas, Utah, Virginia
Compensation: Salary
Staff Reviewed: Mon, Sep 18, 2023
This job expires in: 21 days

Job Summary

A company is looking for a ROBS Onboarding Specialist I.

Key Responsibilities:

  • Guide clients through the process of launching their small business, including understanding business regulations and 401(k) plan adoption agreements
  • Build rapport with clients over the phone and through email
  • Collaborate with Sales team to provide client process updates and explain company products and services

Required Qualifications:

  • 1-2 years of customer relations experience
  • Passion for providing outstanding customer service
  • Experience managing multiple accounts
  • Ability to work in an autonomous environment and be a self-directed, independent worker
  • Must pass a background check and meet work from home requirements

COMPLETE JOB DESCRIPTION

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