Colombia•Worldwide - Remote
Remote
Mid Level
Full Time
💰$6/hour
freelanceremotecustomer supportonboarding
Requirements
- •Experience in client support, project coordination, or cross-functional collaboration roles
- •Demonstrated ability to deliver prompt, reliable service in a pooled, high-volume support environment
- •Strong communication skills with the ability to provide clear, concise guidance under time-sensitive conditions
- •Experience using operational and workflow tools such as Jira, Salesforce, and Google Workspace
- •Ability to follow and reinforce standardized processes
- •Demonstrated aptitude for learning new systems and concepts quickly and applying them in client service scenarios
- •Willingness to learn retirement plan fundamentals, onboarding workflows, and Self Service plan requirements
What You'll Do
- •Supporting Self Service Plan Sponsors as they onboard to our client’s platform
- •Provide timely, accurate, and high-quality responses to Self Service client inquiries
- •Guide Self Service clients through the onboarding path by providing clarification, direction, and timely support
- •Monitor progress across multiple Self Service onboarding efforts, identifying blockers, risks, or points of confusion and escalating when appropriate
- •Offer clear guidance on timelines, required actions, and next steps to help clients successfully complete onboarding milestones
- •Communicate clearly and concisely with internal and external stakeholders regarding onboarding expectations, available resources, and process updates
- •Support basic plan design questions and onboarding education, assisting clients in understanding tools, workflows, and requirements
Nice to Have
- •Experience supporting Self Service, tech-enabled, or scaled onboarding or support models
- •Exposure to retirement plans (401(k)/403(b)), plan administration, or plan conversions
- •General knowledge of ERISA and retirement plan compliance concepts
- •Experience with compliance or recordkeeping systems
About Invisible Agency
Clients give us complex business problems and we become their operations, automation, and AI partner to deliver operational breakthroughs.
San Francisco, CA, US
250 - 500
IT Services