- Communicate with customers to identify their needs and help establish their 401(k) plans.
- Educate newly signed customers about choices for helping their employees save for retirement.
- Guide customers through setting up and launching their new 401(k) plans.
- Work with sales and account management to meet customer needs.
- Manage internal and external stakeholders to keep onboarding processes moving and customers engaged and on track.
- Identify potential process improvements to help the team scale.