Tech Stack

Description

You will support Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance, answering inquiries, and helping them navigate the client's platform. This role requires strong communication skills, comfort in a fast-paced environment, and a commitment to responsive service.

Requirements

• Experience in client support, project coordination, or cross-functional collaboration
• Ability to deliver reliable service in a high-volume support environment
• Strong communication skills for clear guidance under time pressure
• 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 path with clarification and direction
• Monitor progress, identify blockers, and escalate as needed
• Communicate onboarding expectations and process updates clearly