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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
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CEO of Human Interest
Human Interest CEO photo
Jeff Schneble
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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
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$50,000/yr - $55,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
August 4, 2024

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