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Retirement Plan Onboarding Lead

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Business Administration
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading retirement plan administrator is seeking a client onboarding specialist to manage the overall onboarding process for new retirement plans and ensure client satisfaction. The position requires excellent communication skills, proficiency in MS Office, and the ability to effectively manage multiple tasks under pressure. Ideal candidates will have a bachelor's degree in a relevant field and 1-3 years of experience in the financial services sector.

The role emphasizes teamwork and client service, ensuring a smooth transition for clients and financial advisors.
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