Client Onboarding Specialist

Job description

**Job Title:** Client Onboarding Specialist
**Location:** Hybrid schedule: 900 S Capital of TX Hwy, Ste.

350, Austin Texas

**Classification:** Full Time
**Reports To** : COO

**Compensation** : $57,000-$65,000

**Scheduled Hours:** Position hours are 8am - 5pm, 9am – 6pm, or 10am - 7pm, Monday - Friday.

**About Us:**

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.

At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

**About HUB Retirement & Private Wealth (RPW):**

We lead our communities with integrity, driven to make things better, both now and in the future.

We serve, inspire, and thrive while maintaining an entrepreneurial spirit.

We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

**Mission Statement:**

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.

We provide financial peace of mind and top-of-class solutions, investments, administration, and service.

We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

**Job Summary:**

The Client Onboarding Specialist will lead new retirement plan onboarding and support compliance tasks, serving as a primary, client-facing contact—comfortable explaining requirements and timelines.

The ideal candidate is highly analytical, personable, eager to learn, and entrepreneurial, able to build and maintain their own processes/tools.

They must be an expert in retirement plan compliance and legal requirements, with working knowledge of non-ERISA/governmental plans a plus and stay current on legislative and regulatory changes.

Strong communication, organization, and data skills are required.

**Key Responsibilities:**

+ Managing all aspects of the onboarding process and successful transition of new plans to our platform
+ Coordinating with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders
+ Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected Service Level Agreements
+ Mentoring and supporting junior members of the team
+ Manage deadlines – work within allotted time frames.
+ Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
+ Responding to internal/external customer inquiries via phone and written correspondence
+ Be familiar with various Plan Document types to be able to learn to Amend, Restate and prepare notices for clients

**Qualifications:**

+ Bachelor's degree required or Equivalent Work Experience
+ Familiarity MS-Office software applications, including Excel, PowerPoint and Word.
+ Demonstrated aptitude for learning, creating, and iterating rapidly
+ High attention to detail, strong analytical thinking, and excellent organizational skills.
+ Proven track record of sound judgment and proactive problem-solving.

**Preferred Experience:**

+ General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
+ Qualified 401(k) Administrator (QKA) or higher ASPPA credential
+ Minimum of 5 Years’ Experience in Retirement Plan Industry
+ Subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data
+ Experience with Retirement plan documents: FIS and ASCi
+ Computer literacy with recordkeeping systems and trust systems (FIS Relius); and experience with plan reconciliations.
+ Basic knowledge of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototypes).

**Featured Benefits:**

+ Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & Parental Leave.

Numerous Voluntary Benefits Available as well
+ 2 weeks of vacation, 1 week of Sick Time, 3 personal Days, 2 Floating Holidays, 11 Paid Company Holiday’s
+ Gold's Gym Discount

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-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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Required Skill Profession

Other General