Onboarding Coordinator

Human Interest Logo

Human Interest

๐Ÿ’ต $52k-$55k
๐Ÿ“Remote - United States

Summary

Join Human Interest's Revenue Core Functions Team as a key player in onboarding new clients. You will be responsible for guiding clients through the implementation process, ensuring their satisfaction and engagement. This role requires strong client interaction skills, experience in the financial or retirement industry, and meticulous attention to detail. You will work cross-functionally to meet customer needs and identify process improvements. Human Interest offers a competitive compensation package, including a robust benefits suite, and a collaborative, mission-driven work environment. The position offers opportunities for professional growth and the chance to contribute to solving a significant problem in the American retirement landscape. The majority of positions are 100% remote.

Requirements

  • 3+ years of experience in a client-facing role in the financial or retirement industry
  • Working knowledge of the 401(k) product
  • You thrive being a part of a team
  • A โ€œpeople personโ€ who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Experience working in a fast-paced, high growth software company where change is a constant
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
  • Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace

Responsibilities

  • Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
  • Proactively reach out to clients to book the account set-up call
  • Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
  • Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met
  • Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
  • Identify potential areas for process improvement to help the team scale
  • Confirm billing information for new clients
  • Other duties as assigned

Preferred Qualifications

Experience within 401(k) Implementation/ Onboarding

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Generous PTO and parental leave policies
  • Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra - Enhanced Mental Health Support for Employees and dependents
  • Carrot - Fertility healthcare and family forming benefits
  • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Employee Resource Groups including Veterans, Lift Evโ€™ry Voice, Pride, LatinX, Families, and Women in Tech
  • Fun online and regional events and celebrations and department and company offsites
  • The vast majority of our positions can be 100% remote

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