Retirement Plans Onboarding Specialist

A leading retirement plan administrator is seeking an experienced professional to manage the onboarding process for new retirement plans. Responsibilities include ensuring smooth client transitions, quality control for plan conversions, and training clients on administrative services. Candidates should have a Bachelor’s degree, proficiency in MS-Office, and 1-3 years of experience in financial services. Excellent communication, analytical abilities, and client service skills are essential. Join a collaborative environment dedicated to exceptional service in Austin, Texas. #J-18808-Ljbffr