401(k) Activation Coordinator

Job Summary

A company is looking for a 401k Sales Activation Coordinator.

Key Responsibilities

• Support the onboarding of new clients by collecting necessary information
• Proactively engage with clients to schedule account set-up calls
• Collaborate cross-functionally to ensure customer needs are met and identify areas for process improvement

Required Qualifications

• 3+ years of experience in a client-facing role in the financial or retirement industry
• Working knowledge of the 401(k) product and experience in implementation/onboarding is a bonus
• Experience in a fast-paced, high-growth software company
• Ability to manage a queue of plans while contributing to the onboarding core team
• Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace