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
Benefits
- •40-50 hours per week
- •9am-6pm US-ET
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