Rollover Support Specialist

About the Role

401GO is seeking a detail-oriented and customer-focused Rollover Support Specialist to join our growing team. This role is ideal for someone who enjoys helping people navigate an administratively heavy process, isn't afraid to pick up the phone, and takes satisfaction in seeing a task through from start to finish.

Responsibilities

• Serve as the go-to contact for participants working to roll an old 401(k) or IRA into their 401GO account, guiding them through each step.
• Reach out proactively to participants who've started the process to help them keep moving and get across the finish line.
• Help participants track down the information and paperwork needed to complete a rollover, and explain next steps in plain language.
• Coordinate with outside recordkeepers and custodians on participants' behalf to keep transfers on track.
• Provide extra hands-on support for larger or more complex rollovers to make sure they're handled accurately and efficiently.
• Share feedback from participants with the broader team to improve the rollover experience.

Requirements

• 1+ years of experience in customer service, client support, or administrative support – retirement plans, financial services, banking, or insurance strongly preferred.
• Comfortable and confident on the phone, with the ability to explain a multi-step process clearly and patiently.
• Strong follow-through and ability to manage multiple tasks simultaneously.
• Experience working in a CRM or ticketing system and willingness to learn new tools.
• Strong oral and written communication skills.
• Proactive self-starter with ability to meet deadlines.

Qualifications

• A natural communicator who can lead conversations, connect with participants, and provide clear guidance.
• Highly organized, able to track details and juggle multiple workstreams.
• Helpful by nature, with a passion for problem-solving and assisting clients.
• Detail-driven, with a focus on precision and accuracy.
• Tech-savvy, able to navigate multiple systems and learn quickly.
• Resourceful, able to find solutions and see problems through to completion.
• Calm under pressure, comfortable assisting participants through complex processes.

Pay

Hourly

Benefits

• A standout 401(k) plan.
• Generous stock options.
• Flexible work environment.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours.
• Plenty of PTO.
• A fully stocked kitchen when in the office.

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future. We are proud to be an Equal Opportunity Employer.