Customer Service Onboarding Specialist ( Retirement)
Location: Fully Remote (US) Schedule: Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed) About the Role
We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to 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. Work Environment Requirements
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
Key Responsibilities Client Communication & Documentation
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
Stock Issuance & Capitalization
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
SBA Lender Support
Prepare complete and accurate documentation packages for SBA lenders
Respond to lender and internal team inquiries
Ensure all materials meet quality and timing standards
Data Management & Quality Assurance
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
General Responsibilities
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
Required Skills & Experience
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
Preferred Qualifications
Associate's or Bachelor's 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
What We Offer
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
Numbers & Facts
Location
Lansdale (Remote)
Want to know if you’re a fit? Upload your resume and let our AI show you.
Skills
Accountingunmatched
Banking Servicesunmatched
Business Loansunmatched
Business Solutionsunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Data Managementunmatched
Detail Orientedunmatched
Document Managementunmatched
Documentationunmatched
Documentation Planunmatched
Documentation Reviewunmatched
Environmental Regulationsunmatched
File Managementunmatched
Financeunmatched
Financial Servicesunmatched
Loansunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Onboardingunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Process Managementunmatched
Quality Assuranceunmatched
Record Keepingunmatched
Retirement Planunmatched
Sales Managementunmatched
Small Businessunmatched
Startupunmatched
Support Documentationunmatched
Team Playerunmatched
Time Managementunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.