While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship. Direct Hire only, no third-party agency applications, please.
Job Description
Job Title: Onboarding Consultant
Department: Implementation FLSA Status: Exempt Job Status: FT
Reports To: Manager, Onboarding Support Services Positions Supervised: N/A
Work Schedule: Monday – Friday, Shift Varies between 8:00 AM – 8:00 PM EST
Position Summary
The Onboarding Consultant is responsible for guiding clients and their stakeholders through the transition from sales to ongoing service, ensuring a smooth, accurate, and timely onboarding experience. This role supports a variety of plan types, including PEOs, MEPs, PEPs, and single employer plans, as well as their adopting employers.
Serving as the primary point of contact during onboarding, the Onboarding Consultant manages communication with clients, prior recordkeepers, and prior TPAs. The Consultant partners closely with internal teams, including Plan Transfer Specialists, to collect required documentation, submit materials for due diligence review, coordinate asset transfer timing, and ensure onboarding milestones are met. This role also provides client training on contribution submission methods and reviews initial payroll files for accuracy to support successful implementation and long‑term service readiness.
Essential Functions
- Manage a designated caseload of new plan clients, delivering a concierge‑level onboarding experience from sales transition through successful implementation.
- Serve as the primary point of contact during onboarding for clients, prior recordkeepers, and prior TPAs, managing communications, expectations, and escalations.
- Partner closely with the Plan Transfer Specialist to support plan transfer activities, including submission of prior plan documentation for due diligence and resolution of identified issues.
- Collect prior plan documents, records, and required information from clients and prior recordkeepers and submit materials to internal teams for review and processing.
- Coordinate with prior TPAs, recordkeepers, and internal partners to establish and confirm asset transfer timelines and key milestones.
- Facilitate virtual onboarding meetings to review progress, address outstanding items, and maintain momentum toward implementation deadlines.
- Partner cross‑functionally to ensure onboarding and transfer deliverables are completed accurately, timely, and in alignment with service standards.
- Guide clients through payroll submission and approval processes, including coordination with payroll vendors and external partners.
- Review initial payroll contribution files for accuracy and completeness, identify discrepancies, and coordinate corrections prior to processing.
- Review onboarding documentation received from Sales to identify plan provisions, missing information, and required follow‑up.
- Conduct client training on systems, services, and resources related to onboarding and plan setup.
- Maintain accurate onboarding records, case updates, and task tracking in Salesforce and internal systems.
- Provide reporting on onboarding activity, client feedback, and emerging issues to support continuous improvement.
Skills & Abilities
- Strong understanding of the 401(k) industry and onboarding lifecycle, including plan setup and transfer coordination.
- Excellent organizational and time management skills with the ability to manage multiple onboarding cases, track dependencies, and meet client and regulatory deadlines.
- Strong attention to detail with a focus on accuracy, documentation quality, and risk mitigation.
- Clear, professional written and verbal communication skills, including the ability to coordinate messaging across clients, prior recordkeepers, TPAs, and internal partners.
- Analytical and proactive problem‑solving skills, including the ability to identify issues early and partner with subject matter experts for resolution.
- Demonstrated ability to build and maintain effective internal partnerships, including close collaboration with Plan Transfer Specialists and other implementation teams.
- Ability to work independently while coordinating work across multiple stakeholders and teams.
- Proficiency in Microsoft Office applications and Salesforce or similar CRM platforms.
Experience
- 3-5 years Client Onboarding, Implementation Services, or related field experience required.
- 3+ years 401(k) industry experience required.
- 1+ year of Salesforce experience preferred.
Education
- Bachelor’s degree in business or related field preferred, or equivalent work experience
Certificates and Licenses
- Retirement industry designation preferred (e.g., from ASPPA, NIPA, etc.)
Work Environment
- Extended sitting and computer work
- For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.
Job Description Disclaimer
This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.
The Power of WE
WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve.
WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing.
WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity.
What’s in it for you Package
This role will have a base pay range of $52,000 - $80,000. Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.
Other perks in the total rewards package are:
- Flexible work environment
- Participation in Personal Annual Performance Bonus incentive program
- Medical, Dental, Vision, and Life Insurance
- 75% employer coverage of Medical Premiums
- Retirement Savings – 401(k) plan with generous company match, vested after 2 years
- Tuition Reimbursement up to $5,250/year
- Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
- Paid Parental Leave
- Voluntary Pet Insurance, Lifelock and More!
- 24/7 no-cost Employee Assistance Program (EAP)
Slavic401k is an Equal Opportunity Employer
Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
