What are the responsibilities and job description for the National Onboarding Coordinator position at VirtualVocations?
A company is looking for a National Onboarding Coordinator to manage the onboarding process for new clients.Key ResponsibilitiesSupport the onboarding of new clients by collecting necessary information and documentationProactively reach out to clients to schedule account setup calls and ensure engagementCollaborate cross-functionally to meet customer needs and identify process improvementsRequired Qualifications3 years of experience in a client-facing role in the financial or retirement industryWorking knowledge of the 401(k) product; experience in 401(k) implementation / onboarding is a plusExperience in a fast-paced, high-growth software companyAbility to manage multiple plans and contribute to team objectivesProficiency in applications such as Zoom, Gmail, and Microsoft / Google Workspace is appreciated
