Job details

National Onboarding Coordinator

Human Interest is on a mission to provide affordable retirement benefits. They are seeking a National Onboarding Coordinator to engage clients during the implementation process.

Skills

Client-facing experience
Knowledge of 401(k) products
Strong communication skills
Attention to detail
Proficiency in Zoom and Google Workspace

Responsibilities

Support successful onboarding of new clients
Proactively reach out to clients to book account set-up calls
Conduct benefits analysis
Work cross-functionally to meet customer needs
Identify areas for process improvement
Confirm billing information for new clients

Benefits

401(k) plan with employer match
Health, dental, and vision insurance
Generous PTO and parental leave
Digital financial tools and resources
Enhanced mental health support

To read the complete job description, please click on the ‘Apply’ button

Human Interest Glassdoor Company Review

3.8

Human Interest DE&I Review

4.0

CEO of Human Interest

Jeff Schneble

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By Human Interest

We believe that everyone deserves access to a secure financial future. Human Interest offers the easiest and most affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the finan...

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FUNDING

Series D

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Investment & Asset Management

TEAM SIZE