Remote Retirement Onboarding & Activation Specialist

Human Interest; United States; Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Work-from-home stipend

Job summary

Human Interest, a high-growth fintech company, seeks a dedicated onboarding specialist who will own the first hand-off after signup and guide clients through implementation. You will onboard new clients by collecting company and bank information, proactively book account setup calls, and collaborate with operations and sales to ensure every client need is met.

With 3+ years of client-facing experience in financial or retirement services and knowledge of 401(k) product, you will help close the

Qualifications

• 3+ years of client-facing experience in financial or retirement industry.
• Working knowledge of 401(k) product and implementation.
• Meticulous attention to detail and ability to manage a queue of plans.

Responsibilities

• Own the first hand-off after signup, guiding clients through implementation.
• Support onboarding of new clients by collecting company and bank information.
• Proactively reach out to clients to book account set-up calls.
• Work cross-functionally with operations and sales to meet client needs.

Skills

Client-facing

401(k) knowledge

Attention to detail

Job description

Human Interest, a high-growth fintech company, seeks a dedicated onboarding specialist who will own the first hand-off after signup and guide clients through implementation. You will onboard new clients by collecting company and bank information, proactively book account setup calls, and collaborate with operations and sales to ensure every client need is met.

With 3+ years of client-facing experience in financial or retirement services and knowledge of 401(k) product, you will help close the