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Retirement Plan Onboarding Specialist

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-05
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A national retirement services company based in Austin, Texas, is seeking a candidate to manage the overall onboarding process for retirement plans. This role includes ensuring client satisfaction, maintaining quality control during plan conversions, and clear communication with clients and advisors. The ideal candidate should have a Bachelor’s degree, proficiency in MS-Office, and strong analytical and client service skills. Experience in financial services or retirement services is preferred and a smooth onboarding experience is essential.
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