Onboarding & Implementation Specialist

SimplePath Retirement, LLC; Palm Harbor (FL); Hybrid; USD 52,000 - 74,000; Full time

Benefits offered by this job

Competitive salary

Bonuses and incentives

Professional office environment

Growth opportunities

Job summary

SimplePath Retirement, LLC is seeking a New Business Processor to own the onboarding and implementation process for new clients. You will coordinate paperwork, track progress, and communicate clearly to ensure a seamless client experience from day one.

This role sits at the intersection of trust and precision. You will enable advisors to focus on planning while you handle details with integrity, speed, and strong follow-through, in a fast-paced, professional office environment.

Qualifications

• Strong attention to detail and accuracy in documenting client onboarding.
• Excellent organizational and time-management skills.
• Ability to own a process from start to finish.
• Effective written and verbal communication with advisors and clients.

Responsibilities

• Own the onboarding and implementation process from start to finish.
• Coordinate paperwork and deadlines with clients and advisors.
• Track progress and communicate clearly to all stakeholders.
• Ensure nothing slips through the cracks and exceptions are resolved.
• Support advisors by handling implementation details so they can focus on planning.

Skills

Attention to detail

Organizational skills

Process ownership

Communication

Fast-paced environment

Education

Bachelor's degree preferred

Tools

CRM software (e.g., Salesforce)

Job description

SimplePath Retirement, LLC is seeking a New Business Processor to own the onboarding and implementation process for new clients. You will coordinate paperwork, track progress, and communicate clearly to ensure a seamless client experience from day one.

This role sits at the intersection of trust and precision. You will enable advisors to focus on planning while you handle details with integrity, speed, and strong follow-through, in a fast-paced, professional office environment.