Rollover Support Specialist

Tech9; Sandy (UT); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) plan

Stock options

Flexible work environment

Excellent benefits

Flexible hours

Paid time off

Fully stocked kitchen

Job summary

401GO is hiring a Rollover Support Specialist to guide participants through rolling over a 401(k) or IRA into their 401GO account. You will be the main point of contact, handling inquiries, tracking information, and coordinating with recordkeepers.

The role emphasizes clear communication, organization, and problem solving, with a focus on live support and ensuring accurate, timely transfers. A customer-service mindset and bilingual English/Spanish ability are valued.

Qualifications

• 1+ years in customer service or similar roles.
• Comfortable on the phone, able to explain processes clearly.
• Strong follow-through; track many items.
• Experience with a CRM or ticketing system.
• Strong oral and written communication.
• Proactive self-starter with multitasking ability.

Responsibilities

• Serve as the go-to contact for participants rolling over an old 401(k) or IRA into a 401GO account, guiding them through each step.
• Reach out proactively to participants who've started the process to help them keep moving and finish.
• Help participants track down information and paperwork needed to complete a rollover, and explain next steps in plain language.
• Coordinate with outside recordkeepers and custodians on participants' behalf to keep transfers on track.
• Provide extra hands-on support for larger or more complex rollovers to ensure accuracy and efficiency.
• Share feedback from participants with the team to improve the rollover experience over time.

Skills

Communication

Organization

Problem-solving

Attention to detail

Tech-savviness

CRM experience

Bilingual EN/ES

Phone proficiency

Job description

Role: Rollover Support Specialist

Job Type: Full-time

Pay: Hourly

Location: In-Office/Hybrid/Remote

Who We're Looking For:

401GO is seeking a detail-oriented and customer-focused Rollover Support Specialist to join our growing team. This role is ideal for someone who enjoys helping people navigate an administratively heavy process, isn't afraid to pick up the phone, and takes satisfaction in seeing a task through from start to finish.

You’ll be the dedicated point of contact for participants who are trying to move an old 401(k) or IRA into their 401GO account – helping them get unstuck, tracking down missing information, and coordinating with outside recordkeepers (e.g. Fidelity or Empower) to help get funds where they belong.

We’re searching for someone who is organized, personable, and highly detail-oriented. If you love building relationships, interacting with people, and helping solve problems, this role is for you.

You Should Be:

• A natural communicator – Someone who can confidently lead conversations, connect with participants and provide clear guidance.
• Highly organized – Able to track details, juggle multiple workstreams, and ensure nothing falls through the cracks.
• Helpful by nature – You should enjoy problem-solving, answering questions, and proactively assisting clients.
• Detail-driven – Precision matters in 401(k) administration, and you must be diligent about accuracy and instructions.
• Tech-savvy – Able to navigate multiple systems, learn quickly, and use technology to its fullest potential.
• Resourceful – Able to find a way around roadblocks and see problems through to completion.
• Calm under pressure – You should enjoy working through problems live with our participants, assisting them through processes where sometimes you don’t know the answer when you begin.
• Bilingual in English and Spanish, with the ability to communicate effectively in both languages in a professional business environment.

What You'll Be Doing:

• Serve as the go-to contact for participants working to roll an old 401(k) or IRA into their 401GO account, guiding them through each step.
• Reach out proactively to participants who've started the process to help them keep moving and get across the finish line.
• Help participants track down the information and paperwork needed to complete a rollover, and explain next steps in plain language.
• Coordinate with outside recordkeepers and custodians on participants' behalf to keep transfers on track.
• Provide extra hands-on support for larger or more complex rollovers to make sure they're handled accurately and efficiently.
• Share what you're seeing and hearing from participants with the broader team to help make the rollover experience better over time.

What You Bring:

• 1+ years of experience in customer service, client support, or administrative support – retirement plans, financial services, banking, or insurance strongly preferred;
• Comfortable and confident on the phone, with the ability to explain a multi-step process clearly and patiently;
• Strong follow-through – this role is about tracking many open items at once and not letting any slip;
• Comfortable working in a CRM or ticketing system and picking up new tools quickly;
• Strong oral and written communication skills;
• Proactive self-starter with ability to manage a wide variety of tasks and meet deadlines;

Why 401GO?

At 401GO, we're not just changing retirement—we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock options - share in our growth and success.
• Flexible work environment - choose where you're most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours - because great work doesn't always happen 9-5.
• Plenty of PTO - we value work-life balance.
• A fully stocked kitchen when you're in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity), sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.