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Retirement Plan Onboarding Lead

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Ascensus
Full Time position
Listed on 2026-03-05
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading retirement services firm is seeking an Onboarding Specialist based in Austin, Texas. This role involves managing the onboarding process for newly sold retirement plans, ensuring high-quality service and effective communication with clients and advisors. Candidates should possess a Bachelor's degree and relevant skills in MS-Office, communication, and teamwork. The firm emphasizes a strong client service philosophy and integrity in all operations.

Join a dynamic team dedicated to exceptional service and operational excellence.
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