Support successful 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 customer needs.
Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They are backed by top investors like BlackRock and SoftBank, and certified as a Great Place To Work.
Lead enrollment and education sessions for client employees on retirement plans.
Meet one-on-one with participants to advise on contributions, investments, and rollovers.
Build and maintain participant education materials and support the investment team.
Basic Capital is a fintech company disrupting America's retirement industry by building innovative products to make wealth accessible. Backed by top investors and led by leaders from Goldman Sachs and Uber, we're a lean, high-performance team committed to reducing wealth inequality.
Process participant loan and distribution requests for 401(k) plans, ensuring accuracy and compliance.
Prepare daily cash reconciliations and respond to participant and plan sponsor inquiries.
Collaborate with internal teams to improve operational workflows and service delivery.
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
Document cases and manage inquiries in Salesforce.
They support retirement plan participants with distribution and account inquiries. The work environment is fast-paced, customer-focused, and team-oriented.
Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
Participate in benefit fairs, new employee orientations, and annual plan reviews to educate employees.
Travel up to 25% within your territory to support new plan enrollments and targeted education campaigns.
Corebridge Financial partners with financial professionals and institutions to help people take action in their financial lives. As one of the largest providers of retirement solutions and insurance products in the United States, we foster an inclusive, collaborative culture focused on delivering for customers and supporting employees.