Remote Onboarding Consultant: 401(k) Implementations

Slavic401k; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

Slavic401k is seeking an Onboarding Consultant to guide clients through the transition from sales to ongoing service. The role requires coordinating with plan teams, recordkeepers, and TPAs to ensure timely onboarding and accurate documentation.

You will train clients on contribution submissions, review payroll files for accuracy, and maintain onboarding records in Salesforce. This is a fully remote role requiring a compliant home workspace.

Qualifications

• Understanding of 401(k) industry and onboarding lifecycle.
• Strong organizational skills with ability to manage multiple onboarding cases.
• Attention to detail and risk mitigation in documentation.

Responsibilities

• Lead concierge onboarding from sales transition to implementation.
• Serve as primary contact for clients and prior recordkeepers during onboarding.
• Coordinate plan transfers and asset transfer timelines with internal teams.

Skills

401(k) knowledge

Onboarding lifecycle

Time management

Communication

Education

Diploma or related field

Tools

Salesforce

Microsoft Office

Job description

Slavic401k is seeking an Onboarding Consultant to guide clients through the transition from sales to ongoing service. The role requires coordinating with plan teams, recordkeepers, and TPAs to ensure timely onboarding and accurate documentation.

You will train clients on contribution submissions, review payroll files for accuracy, and maintain onboarding records in Salesforce. This is a fully remote role requiring a compliant home workspace.