Customer Service Specialist ( Retirement)

We are seeking a highly organized and detail-oriented Customer Service Retirement Plan Specialist to support our ROBS (Rollover as Business Start-Up) onboarding process. This role plays a critical part in delivering a smooth and compliant onboarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements.

This position is ideal for someone who thrives in a fast-paced environment, enjoys working directly with clients, and has a strong eye for accuracy and process management.

Work Environment Requirements

Fully remote position — candidates must maintain a secure, professional home office environment

Must Reside In One Of The Following States

AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA

Key ResponsibilitiesClient Communication & Documentation

Manage outreach campaigns to collect onboarding documentation for capitalization and stock issuance

Proactively follow up with clients via email, phone, and other channels

Assist clients in completing onboarding forms accurately and efficiently

Monitor workflows to ensure timely completion of onboarding milestones

Stock Issuance & Capitalization

Perform detailed quality reviews of client documents and capitalization materials

Calculate and record stock issuance transactions

Review and verify stock entries for accuracy

Support retirement plan and personal investment calculations

Coordinate with third-party valuation providers for required appraisals

Maintain reporting related to initial appraisals

SBA Lender Support

Prepare complete and accurate documentation packages for SBA lenders

Respond to lender and internal team inquiries

Ensure all materials meet quality and timing standards

Data Management & Quality Assurance

Maintain accurate client records across systems

Organize and store documentation in designated repositories

Identify and resolve discrepancies or missing information

Review retirement plan documentation and coordinate corrections as needed

General Responsibilities

Manage multiple client files and deadlines simultaneously

Exercise sound judgment when reviewing documentation

Maintain confidentiality of sensitive client information

Support ongoing projects and process improvements

Required Skills & Experience

Strong attention to detail and organizational skills

Excellent written and verbal communication abilities

Ability to manage multiple priorities in a fast-paced environment

Client-focused mindset with strong customer service skills

Experience reviewing documentation for completeness and accuracy

Proficiency in Microsoft Office and business systems

Strong critical thinking and problem-solving skills

Ability to work independently and collaboratively

High level of discretion when handling sensitive data

Preferred Qualifications

Associate’s or Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)

Experience in financial services, onboarding, retirement plans, banking, or lending support

Familiarity with ROBS structures, stock issuance, or SBA documentation

Experience with CRM or document management systems

What We Offer

Competitive Compensation

Medical, dental, and vision coverage

Generous PTO, paid holidays, and floating holidays

Fully remote work environment

Professional development opportunities

A collaborative, supportive team that values your success