Client Onboarding Specialist (Retirement & Financial Services)

Location: Fully Remote (US)

About The Role

We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as Business Start-Up) on-boarding process. This role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements. This position is ideal for someone who thrives in a fast-paced environment, enjoys working directly with clients, and has a strong eye for accuracy and process management.

Work Environment Requirements

• Fully remote position — candidates must maintain a secure, professional home office environment
• Must reside in one of the following states: AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA

Responsibilities

• Client Communication & Documentation
  • Manage outreach campaigns to collect onboarding documentation for capitalization and stock issuance
  • Proactively follow up with clients via email, phone, and other channels
  • Assist clients in completing onboarding forms accurately and efficiently
  • Monitor workflows to ensure timely completion of onboarding milestones
• Stock Issuance & Capitalization
  • Perform detailed quality reviews of client documents and capitalization materials
  • Calculate and record stock issuance transactions
  • Review and verify stock entries for accuracy
  • Support retirement plan and personal investment calculations
  • Coordinate with third-party valuation providers for required appraisals
  • Maintain reporting related to initial appraisals
• SBA Lender Support
  • Prepare complete and accurate documentation packages for SBA lenders
  • Respond to lender and internal team inquiries
  • Ensure all materials meet quality and timing standards
• Data Management & Quality Assurance
  • Maintain accurate client records across systems
  • Organize and store documentation in designated repositories
  • Identify and resolve discrepancies or missing information
  • Review retirement plan documentation and coordinate corrections as needed
• General Responsibilities
  • Manage multiple client files and deadlines simultaneously
  • Exercise sound judgment when reviewing documentation
  • Maintain confidentiality of sensitive client information
  • Support ongoing projects and process improvements

Skills & Experience

• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Client-focused mindset with strong customer service skills
• Experience reviewing documentation for completeness and accuracy
• Proficiency in Microsoft Office and business systems
• Strong critical thinking and problem-solving skills
• Ability to work independently and collaboratively
• High level of discretion when handling sensitive data

Preferred Qualifications

• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• Experience in financial services, onboarding, retirement plans, banking, or lending support
• Familiarity with ROBS structures, stock issuance, or SBA documentation
• Experience with CRM or document management systems

Schedule

Monday-Friday, 8:00 AM - 5:00 PM (occasional after-hours support as needed)

Benefits

• Competitive compensation
• Medical, dental, and vision coverage
• Generous PTO, paid holidays, and floating holidays
• Fully remote work environment
• Professional development opportunities
• A collaborative, supportive team that values your success