What are the responsibilities and job description for the Customer Onboarding Specialist position at VirtualVocations?
A company is looking for a Customer Onboarding Specialist to support the setup and launch of new clients' 401(k) plans.Key ResponsibilitiesCommunicate with customers to identify their needs and assist in establishing 401(k) plansEducate and guide new customers on retirement savings optionsCollaborate cross-functionally to ensure customer needs are met and processes are driven forwardRequired QualificationsKnowledge and experience with retirement plan design, particularly 401(k) plans3 years of customer onboarding experience in a SaaS environment or retirement industryStrong interpersonal skills with a passion for client interactionExcellent organizational skills for managing multiple tasks and deadlinesBachelor's degree or equivalent experience
