Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Develops and implements multi-channel participant communications strategies for high-profile retirement clients.
Collaborates with clients and internal teams to deliver compliant, engaging plan communications on time and budget.
Mentors team members and manages quality, metrics, and strategic initiatives.
Empower is a financial services company helping people achieve financial freedom through retirement savings and investment solutions. It fosters a flexible, inclusive culture with internal mobility and community involvement.
Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
Lead virtual and in-person education sessions and document interactions in Salesforce.
Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.
Handle calls from new customer prospects via phone, video, and email to introduce the Advice Center and match customers with appropriate advisors.
Guide customers through the Transamerica experience by gathering information and creating customer profiles to identify needs.
Schedule appointments with advisors for routine requests and facilitate communication with the advisor team.
Transamerica is a financial services company offering insurance, retirement, and investment solutions. It employs nearly 7,000 people and fosters a culture that values hard work, diversity, and work-life balance.
Run a simple enrollment flow and build/service a client list
Global Elite Empire Consultants is a remote financial-services company focused on helping families with protection options through warm leads and a structured training system. The culture emphasizes self-starters, ongoing mentorship, and a performance-driven environment.