Sr. 401(k) Onboarding Associate

Betterment•New York City, NY

2d•Hybrid

About The Position

Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). About the role 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. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. New York City: $82,000 - $95,000 Other locations: $70,000 - $85,000 This job may also be eligible for variable compensation in the form of a company incentive bonus.

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