The Client Onboarding Specialist leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact. The ideal candidate is highly analytical, personable, and entrepreneurial capable of building and maintaining their own processes and tools. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes.
Key Responsibilities:
Required Qualification:
Preferred experience:
Featured Benefits:
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
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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Client Onboarding Specialist • Austin, TX, United States
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