Sr. 401(k) Onboarding Associate
About The Position
The Senior 401(k) Onboarding Associate's main focus is to help guide Betterment at Work’s clients through a pleasant and efficient onboarding experience. In this role, the Onboarding Associate will contribute to a cross functional work environment by facilitating a seamless hand off from the sales team and successfully driving a client through to their first payroll launch on the Betterment platform. The Onboarding Associate will liaise with the 401(k) compliance team to help design and implement a client’s 401(k) plan design. This role reports into the Sr. Manager of 401(k) Onboarding. This is a salaried, exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA.
Requirements
- Ability to manage projects end-to end and drive clarity in ambiguous situations
- Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
- Experience in retirement services and/or B2B onboarding environments
- Subject matter expertise in finance and 401(k)
- Technical savvy, specifically the ability to navigate multiple complex systems while simultaneously communicating with clients
- Exceptional written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
- Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
- Strong organizational and time management skills
Responsibilities
- Project manage and drive custom efforts to migrate clients from prior recordkeepers to the Betterment at Work product
- Own tracking plans in detail during the new plan set up or conversion process
- Review and apply all information relevant to the conversion process of the plan to ensure accuracy, efficiency and effectiveness
- Clearly communicate with and guide our clients through any questions they may have during the onboarding process
- Support the plan conversion process by communicating with other retirement and payroll providers as necessary
- Assist with scheduling and participate (as needed) in client meetings, phone calls, Zooms, and hand-off meetings
- Use systems such as Salesforce, Zendesk, and our proprietary tool Clinic to drive client deliverables
- Partner cross functionally with team members from Compliance, Operations, and Payroll to get clients up and running
Benefits
- medical, dental, and vision coverage
- life and AD&D insurance
- short- and long-term disability
- infertility support and WPATH-aligned transgender health benefits
- an Employee Assistance Program (EAP)
- transit benefits and FSA and HSA options
- Equity for all employees, including new hire and refresher grants
- Flexible paid time off
- paid parental leave
- a fully paid four-week sabbatical in your sixth year
- Company-paid professional coaching for all employees
- Day-one 401(k) match plus matching on qualified student loan payments
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
