Client Onboarding Specialist (Retirement & Financial Services)

Location: Fully Remote (US)
Schedule: MondayFriday 8:00 AM 5:00 PM (occasional after-hours support as needed)

We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialistto support our ROBS (Rollover as Business Start-Up) on-boarding process. This role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications reviewing documentation supporting stock issuance activities and assisting with SBA lender requirements.

This position is ideal for someone who thrives in a fast-paced environment enjoys working directly with clients and has a strong eye for accuracy and process management.

• Fully remote position candidates must maintain a secure professional home office environment
• Must reside in one of the following states:
  AZ CA CO FL GA IA MD MI MN NC NY NJ OH PA SC TX UT LA

• Manage outreach campaigns to collect on boarding documentation for capitalization and stock issuance
• Proactively follow up with clients via email phone and other channels
• Assist clients in completing on boarding forms accurately and efficiently
• Monitor workflows to ensure timely completion of on-boarding milestones

• Perform detailed quality reviews of client documents and capitalization materials
• Calculate and record stock issuance transactions
• Review and verify stock entries for accuracy
• Support retirement plan and personal investment calculations
• Coordinate with third-party valuation providers for required appraisals
• Maintain reporting related to initial appraisals

• Prepare complete and accurate documentation packages for SBA lenders
• Respond to lender and internal team inquiries
• Ensure all materials meet quality and timing standards

• Maintain accurate client records across systems
• Organize and store documentation in designated repositories
• Identify and resolve discrepancies or missing information
• Review retirement plan documentation and coordinate corrections as needed

• Manage multiple client files and deadlines simultaneously
• Exercise sound judgment when reviewing documentation
• Maintain confidentiality of sensitive client information
• Support ongoing projects and process improvements

• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Client-focused mindset with strong customer service skills
• Experience reviewing documentation for completeness and accuracy
• Proficiency in Microsoft Office and business systems
• Strong critical thinking and problem-solving skills
• Ability to work independently and collaboratively
• High level of discretion when handling sensitive data

• Associates or Bachelors degree in Business Finance Accounting or related field (or equivalent experience)
• Experience in financial services on-boarding retirement plans banking or lending support
• Familiarity with ROBS structures stock issuance or SBA documentation
• Experience with CRM or document management systems

• Competitive compensation
• Medical dental and vision coverage
• Generous PTO paid holidays and floating holidays
• Fully remote work environment
• Professional development opportunities
• A collaborative supportive team that values your success