Tech Stack

Description

You will support Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as they navigate our client's platform. You will respond to inquiries, clarify requirements, unblock progress, and reinforce standardized processes.

Requirements

• Experience in client support, project coordination, or cross-functional collaboration
• Demonstrated ability to deliver prompt service in high-volume support environment
• Strong communication skills
• Experience with Jira, Salesforce, and Google Workspace
• Willingness to learn retirement plan fundamentals

Responsibilities

• Support Self Service Plan Sponsors during onboarding
• Provide timely, accurate responses to client inquiries
• Guide clients through onboarding by providing clarification and direction
• Monitor progress and identify blockers or risks
• Communicate onboarding expectations and process updates