Location: Fully Remote (US)
Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as needed)
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.
Remote Customer Service Onboarding Specialist ( Retirement) • Greensboro, North Carolina
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