Sr. 401(k) Onboarding Associate

About the role

Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays). The Senior 401(k) Onboarding Associate's main focus is to help guide Betterment at Work’s clients through a pleasant and efficient onboarding experience. In this role, the Onboarding Associate will contribute to a cross functional work environment by facilitating a seamless hand off from the sales team and successfully driving a client through to their first payroll launch on the Betterment platform. The Onboarding Associate will liaise with the 401(k) compliance team to help design and implement a client’s 401(k) plan design. This role reports into the Sr. Manager of 401(k) Onboarding. This is a salaried, exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA.

Responsibilities

• Project manage and drive custom efforts to migrate clients from prior recordkeepers to the Betterment at Work product
• Own tracking plans in detail during the new plan set up or conversion process
• Review and apply all information relevant to the conversion process of the plan to ensure accuracy, efficiency and effectiveness
• Clearly communicate with and guide our clients through any questions they may have during the onboarding process
• Support the plan conversion process by communicating with other retirement and payroll providers as necessary
• Assist with scheduling and participate (as needed) in client meetings, phone calls, Zooms, and hand-off meetings
• Use systems such as Salesforce, Zendesk, and our proprietary tool Clinic to drive client deliverables
• Partner cross functionally with team members from Compliance, Operations, and Payroll to get clients up and running

Requirements

• Ability to manage projects end-to end and drive clarity in ambiguous situations
• Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
• Experience in retirement services and/or B2B onboarding environments
• Subject matter expertise in finance and 401(k)
• Technical savvy, specifically the ability to navigate multiple complex systems while simultaneously communicating with clients
• Exceptional written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
• Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
• Strong organizational and time management skills

Benefits

• Competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
• Ownership: Equity for all employees, including new hire and refresher grants.
• Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Growth: Company-paid professional coaching for all employees.
• Wealth