Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards. Backed by Bessemer and Menlo.
About the role
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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
More about this 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...
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