401(k) Onboarding Analyst

Providing flexible coverage across onboarding functions, the full-time remote 401(k) Onboarding Analyst will manage client onboarding, plan conversions, and client servicing while ensuring compliance and maintaining service levels. Key Responsibilities Work across New Plans, Conversions, and client servicing based on volume and coverage needs, managing assigned cases to completion Support new plan setups and conversions, coordinating with stakeholders to ensure timely progress and resolution of issues Conduct onboarding meetings and provide operational coverage, ensuring continuity and clear communication throughout the onboarding process Required Qualifications 3+ years of experience in the 401(k) or retirement plan industry, with a focus on onboarding and client service Working knowledge of 401(k) plan design, payroll integration, and relevant compliance regulations Experience conducting client-facing calls or meetings with external partners Proficiency in Salesforce or similar CRM tools and Microsoft Office Bachelor's degree or equivalent combination of education and experience