Client Onboarding Analyst – Flex

Core Responsibilities:

• Provide flexible coverage across new plan onboarding, conversions, and client servicing based on volume and priorities.
• Support new plan setup and conversion execution from contract through go-live, including plan design and coordination.
• Conduct client meetings, provide phone coverage, and assist with case escalations and document management.

Skills & Experience:

• 3+ years of experience in 401(k) or retirement plan industry required; onboarding experience preferred.
• Working knowledge of 401(k) plan design, ERISA, IRS, and DOL requirements.
• Proficiency in Salesforce and Microsoft Office; strong communication and problem-solving skills.

Benefits & Perks:

• Health, dental, and vision coverage with 90% premium covered; 401(k) match up to 4%.
• $100/month wellness reimbursement and $300 home office stipend.
• Fully remote, flexible work culture with opportunity for variable compensation.