Onboarding Specialist

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

• Oversee Merchant Services Implementation and Product Setup Operations
• Manage the Operations Implementation team
• Lead all aspects of client onboarding and implementation lifecycle
• Establish timelines, track progress, and manage escalations
• Develop and implement business unit strategies
• Identify, assess, and mitigate operational and implementation risks
• Drive process improvement opportunities

Senior Manager – Merchant Services Onboarding Implementations

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
• Provide customized service and communications throughout the installation process to ensure deliverables are met.
• Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders.
• The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise.
• Serve as a mentor to more junior staff.
• Transition the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable.
• Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods.
• Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Create and ensure regulatory notices are accurate and distributed to participants on time.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
• Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
• Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition.
• Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture.
• Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met.
• Confirm the accuracy and delivery of enrollment materials to participants once plans are in place.

Onboarding Specialist jobs in Iowa

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Customer Onboarding Specialist

Senior Manager – Merchant Services Onboarding Implementations

Senior Client Onboarding Manager – Mid Market