FuturePlan, part of Ascensus, is seeking an Onboarding Specialist to manage the overall onboarding of new retirement plans. You will handle client and advisor expectations, ensure service timelines, and drive smooth conversions and transitions to our platform.
You will coordinate with multiple departments, provide training to clients, and escalate risks to leadership. This role requires strong communication, organizational skills, and a client-service mindset in a fast-paced environment.
#J-18808-LjbffrRetirement Plan Onboarding Specialist in pa at Unknown Company
This position is listed as full time and onsite.