Retirement Sales Coordinator
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Job Summary
Supporting the onboarding process for new clients, the full-time Retirement Sales Coordinator will manage client interactions, facilitate account setup, and collaborate cross-functionally to ensure customer satisfaction in a remote environment.
Key responsibilities
- Support successful onboarding by collecting necessary company and bank information from clients
- Proactively reach out to clients to schedule account setup calls and confirm billing information
- Work cross-functionally with operations and sales teams to meet customer needs and drive process improvements
Required qualifications
- 3+ years of experience in a client-facing role within the financial or retirement industry
- Working knowledge of 401(k) products and experience in implementation/onboarding preferred
- Ability to thrive in a fast-paced, high-growth software environment
- Strong work ethic with a proactive approach to customer follow-up
- Meticulous attention to detail and proficiency in applications such as Zoom and Microsoft/Google Workspace
Complete Job Description
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