Client Onboarding Specialist – Retirement Plans
Benetrends Financial
full-time
Posted on:
Location Type: Remote
Location: Arizona • California • United States
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About the role
- Conduct full audits of the on-boarding process and related documents
- Review plan documents, corporate documents, and call notes from initial setup
- Verify plan status and perform completeness checks
- Identify missing items and provide clear, actionable summaries for followup
- Review system data to ensure accurate plan information
- Review stock entries and confirm proper stock issuance
- Organize client folders with all required plan and corporate records
- Review retirement plan documents and coordinate corrections when needed
- Serve as a proactive contact for new clients
- Provide necessary documents to SBA lenders
- Assist clients with retirement plan loans
- Guide clients through the Year End Questionnaire and Census process
- Explain complex plan rules in simple, client friendly terms
- Build foundational knowledge of plan design, annual requirements, and compliance testing
- Partner with internal teams to resolve on-boarding issues
- Use internal tools, including Pension Pro, to manage tasks
- Maintain tasks within required internal and external deadlines
- Handle confidential plan information professionally and securely
- Participate in special projects as needed
- Take ownership of all tasks and deliverables for assigned clients
- Thrive in a fast paced, deadline driven environment
Requirements
- Strong customer service and communication skills
- Ability to manage multiple projects accurately and efficiently
- Excellent organizational and problem solving abilities
- Proficiency in Microsoft Excel, Word, and Outlook
- Ability to interact professionally with clients, partners, and internal teams
- Self starter who works well independently and as part of a team
- Strong attention to detail
- High school diploma or GED required
Benefits
- Medical, dental, and vision coverage
- Generous PTO, paid holidays, and floating holidays
- Fully remote work environment
- Professional development
- A collaborative, supportive team that values your success
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
auditingdata verificationcompliance testingplan designdocument reviewstock issuanceretirement plan loansYear End QuestionnaireCensus processtask management
Soft Skills
customer servicecommunicationorganizational skillsproblem solvingattention to detailself-starterteamworkindependenceproactivetime management
Certifications
high school diplomaGED