Client Implementation Specialist – New Business

MAP Retirement

Client Implementation Specialist overseeing onboarding for retirement plans at MAP Retirement. Engaging with clients to ensure their confidence in retirement benefits offerings.

Posted 6/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee the onboarding of new plan sales engagements (both start-up plans and conversions) including review of the information supplied for accuracy and completeness
Complete the setup of new start-ups and transfer/conversion plans from start to finish
Set up and/or review the plan in PensionPro and oversee plan documents production and recordkeeper set ups to ensure targets with service delivery are met
Communicate with advisors and plan sponsors as the single point of contact, ensure that the initial welcome package and calls/emails are performed timely with each newly engaged plan
Maintain communication with record-keeper/advisor partners regarding status of new accounts
Work with the recordkeeper to schedule the plan transfer, ensure for startups that the proper initial contribution start date is appropriate or guide the client to allow for more cushion to mitigate compliance issues
Assist with plan design and general setup questions and act as a facilitator to support the client with necessary training or support provided by the chosen recordkeeper
Enhance customer satisfaction by providing distinctive service in all interactions
Continually look for opportunities and make recommendations to improve product, delivery, and overall experience
Archive client information and correspondence in an organized manner consistent with firm practices

Requirements

What you’ll need

0–3+ years of experience in retirement plan or client services
Exceptional customer service skills
Strong verbal and written communication and interpersonal skills
Excellent organizational skills and attention to detail
Ability to juggle multiple priorities and deadlines without dropping the ball
Strong analytical and problem-solving skills
Comfortable in a fast-paced, collaborative environment
Familiarity with PensionPro is a plus

Benefits

Comp & perks

Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
401(k) with safe harbor contributions
Generous open PTO policy
Life insurance, FSA & HSA
Ongoing industry training and professional development