Client Onboarding Specialist

• Manage all aspects of the onboarding process and successful transition of new retirement plans to the platform.

• Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and Third Party Administrators to

establish conversion timelines, key action items, and delivery dates; communicate project status to internal

and external stakeholders.

• Collaborate cross-functionally to ensure the team delivers against Service Level Agreements.

• Mentor and support junior team members.

• Manage deadlines and caseload effectively to meet or exceed departmental service goals and partner-specific

service levels for quality and timeliness.

• Respond to internal and external customer inquiries via phone and written correspondence.

• Develop familiarity with various Plan Document types; learn to amend, restate, and prepare client notices.

Required Qualification

• Bachelor's degree or equivalent work experience.

• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.

• Demonstrated aptitude for rapid learning, creating, and iterating.

• High attention to detail, strong analytical thinking, and excellent organizational skills.

• Proven track record of sound judgment and proactive problem-solving.

Preferred experience:

• Minimum of 2 years of experience in the retirement plan industry.

• General knowledge of ERISA rules and requirements, including non-ERISA and governmental plan rules;

experience with compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS).

• Qualified 401(k) Administrator (QKA) credential or higher ASPPA designation.

• Subject matter knowledge of retirement plan design and conversion processes from point of sale through

release of conversion data.

• Experience with retirement plan documents (FIS and ASCi).

• Computer literacy with recordkeeping and trust systems (FIS Relius); experience with plan reconciliations.

• Working knowledge of ERISA, DOL, and IRS regulations; familiarity with individually designed and prototype

plan documents.

• Working knowledge of non-ERISA/governmental plans is a plus.

Featured Benefits:

Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays

Gold's Gym discount.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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