Sr Associate, Client Service Onboarding Manager

What You ll Do

The Sr Associate, Client Service Onboarding Manager will lead an assigned group of clients at a plan level, through the retirement plan onboarding process by coordinating all aspects of the projects plan, providing updates to stakeholders while maintaining overall responsibility for a best-in-class onboarding experience. Build trust and satisfaction from day one by delivering reliable support and fostering strong client relationships.

• Client facing Support & Communication:
  Manage onboarding for an assigned portfolio or block of business, serving as the primary point of contact throughout the process. Guide and consult plan sponsors, adviors, TPA's, participants, internal teams and/or distribution partners through onboarding and client strategy by providing expert support, timely communication, and clear direction. Communicate effectively with all stakeholders by providing timely status reports through scheduled update calls and timeline/project plan updates.
  
  Ensure onboarding activities are completed accurately and in alignment with company policies and service standards. Demonstrate flexibility to meet client needs. Collaborate with senior COMs and internal partners to resolve issues, set expectations, and deliver a smooth onboarding experience.
• Transactional & Technical Processing:
  Ensure accuracy, compliance, and timely execution in alignment with internal procedures and regulatory requirements. Maintain and reconcile client and participant records and resolve discrepancies with minimal oversight. Lead internal contract and plan/policy-level coding to support onboarding setup and serve as a resource for troubleshooting and process improvement. Oversee onboarding activities, including contributions, distributions, rollovers, loans, investment elections, beneficiary updates.
• Compliance &
  
  Risk Management:
  
  Accurately process onboarding transactions in alignment with regulatory and procedural guidelines (e.g., ERISA, IRS rules, state insurance regulations). Identify potential risks proactively and recommend solutions. Support internal audits by maintaining thorough records and documentation.
• Operational Excellence &
  
  Collaboration:
  
  Independently manage onboarding processes with attention to detail and timeliness. Collaborate with cross-functional teams to resolve routine issues and ensure smooth handoffs. Identify inefficiencies and suggest improvements within own workflow.
• Perform other job-related duties and special projects as required.

• 2+ years of experience in onboarding retirement plans (i.e. 401(k), 403(b), client service, financial services, or plan/policy operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education).
• Strong leadership, decision-making, and negotiation skills.
• Excellent relationship building and communication skills, including verbal, written, video and presentation skills.
• Strong knowledge of defined contribution plans, including plan design, products, services, administrative systems, investments, laws and regulations is preferred.
• Proficient analytical, innovative, and creative thinking, along with problem solving skills.
• Proven ability to take initiative and have organizational skills to work efficiently to meet deadlines on multiple transitions.
• Highly focused on accuracy, details, and confidentiality.
• Proficient in Microsoft Office and experienced with recordkeeping or workflow systems.
• Able to manage multiple tasks and prioritize in a fast-paced environment.
• Overnight travel may be required on a limited basis.

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$55800 - $100800 / year

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Wichita, KS:
  • Sr Associate, Client Service Onboarding Manager: $55,800 - $75,600 / year
  • Client Service Onboarding Manager: $69,300 - $94,500 / year
• Des Moines, IA:
  • Sr Associate, Client Service Onboarding Manager: $58,900 - $79,800 / year
  • Client Service Onboarding Manager: $73,150 - $99,750 / year
• Charlotte, NC:
  • Sr Associate, Client Service Onboarding Manager: $62,000 - $84,000 / year
  • Client Service Onboarding Manager: $77,000 - $105,000 / year
• Chicago/Minneapolis:
  • Sr Associate, Client Service Onboarding Manager: $68,200 - $92,400 / year
  • Client Service…