Retirement Plan Onboarding and Conversion Specialist
Thomas Doll•Walnut Creek, CA
440d•$47,840 - $52,000
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About The Position
The part-time Retirement Plan Onboarding and Conversion Specialist is responsible for ensuring a seamless transition for clients from engagement through full onboarding. This role involves coordinating with the sales team and Retirement Plan Specialists, confirming account setups, managing document collection, and ensuring clients understand their retirement plan responsibilities. The specialist will also supervise new client setups, communicate with prior service providers, and assist in training sessions for clients and staff.
