Description
Self-Service Implementation Agent
Project Overview:
This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not own onboarding end to end, but instead focuses on quickly responding to inquiries, clarifying requirements, unblocking progress, and reinforcing standardized processes. Success in this role depends on strong communication, comfort operating in a fast-paced, high-volume environment, and a non-negotiable commitment to responsive, reliable service.
Key Responsibilities
- 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, recognizing that speed and reliability of service are non-negotiable expectations of the role
- 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
Required Qualifications
- 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
Helpful / Preferred Qualifications
- 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
Hours:
40-50 hours per week
9am-6pm US-ET
$6 per hour
Similar jobs
Self-Service Implementation Agent Project Overview: This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not o…
Self-Service Implementation Agent Project Overview: This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not o…
Self-Service Implementation Agent Project Overview: This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not o…
Est. 12,480 USD
Self-Service Implementation Agent Project Overview: This role supports Self Service Plan Sponsors during onboarding by providing timely, high-quality guidance as users navigate our client’s platform. The Agent does not o…
Customer Support Agent About the RoleBecome part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job OverviewWe…
Customer Support Agent About the RoleBecome part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job OverviewWe…
Customer Support Agent About the RoleBecome part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job OverviewWe…
Customer Support Agent About the RoleBecome part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job OverviewWe…
Est. 10,400 USD
Customer Support Agent About the RoleBecome part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job OverviewWe…
Est. 10,400 USD
Project Description - Operations Agent (Distributions & Loans) Hours: 9am - 6pm ET Hourly Rate: $5 WHO ARE WE LOOKING FOR? We are seeking a detail-oriented and proactive Operations Agent to join our team. In this rol…
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Age…
Est. 17,600 USD
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Age…
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Age…
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Age…
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Age…
Investment Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboa…
Investment Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboa…
Investment Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboa…
Investment Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboa…
Investment Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for an Investment Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onboa…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compl…
Customer Support Agent (Bilingual: English<>Spanish) The Business Context You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an ava…
Conversions Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onbo…
Conversions Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onbo…
Conversions Operations SpecialistWHO ARE WE LOOKING FOR? We are looking for a Conversions Operations Specialist! This role plays an integral part in supporting various processes that facilitate conversion plans that onbo…