Retirement Onboarding & Activation Specialist

Human Interest; United States; Remote; USD 33,000 - 36,000; Full time

Benefits offered by this job

401(k) plan with employer match

Health insurance

Parental leave

Flexible PTO

Wellness stipend

Remote work stipend

Job summary

Human Interest is seeking a client onboarding specialist to guide new clients through implementation, collect essential company and banking details, and ensure a smooth start. You will coordinate with operations and sales to meet needs and maintain client engagement in a fast-growing fintech environment.

Join a mission-driven team that values process discipline, teamwork, and exceptional client service, with opportunities to contribute to scalable onboarding workflows and the broader revenue

Qualifications

• 3+ years of experience in a client-facing role in the financial or retirement industry
• Thrive in a team environment and collaborate cross-functionally
• Excellent interpersonal and communication skills, with ability to explain complex concepts
• Strong work ethic, proactive follow-up with customers, and ability to keep them on track
• Experience in a fast-paced, high-growth software company where change is constant
• Meticulous attention to detail, spotting discrepancies and avoiding typos
• Ability to manage multiple client plans and contribute to onboarding team
• Proficient with Zoom, Gmail, and Microsoft/Google Workspace (preferred)

Responsibilities

• Support onboarding of a new client by collecting company and bank information across multiple businesses
• Proactively reach out to clients to schedule the account setup call
• Obtain prior recordkeeper documentation and coordinate with Quality Control for benefits analysis
• Collaborate cross-functionally with operations and sales to meet client needs
• Drive processes forward by coordinating internal and external stakeholders to keep clients engaged and on track
• Identify areas for process improvement to help the team scale
• Confirm billing information for new clients
• Other duties as assigned

Skills

Client-facing

Team player

People skills

Attention to detail

Multi-tasking

Fast-paced environment

Onboarding

Communication

Tools

Zoom

Gmail

Microsoft/Google Workspace

Job description

Human Interest is seeking a client onboarding specialist to guide new clients through implementation, collect essential company and banking details, and ensure a smooth start. You will coordinate with operations and sales to meet needs and maintain client engagement in a fast-growing fintech environment.

Join a mission-driven team that values process discipline, teamwork, and exceptional client service, with opportunities to contribute to scalable onboarding workflows and the broader revenue