Retirement Offboarding Specialist

Gusto Retirement Offboarding Specialist YesterdaySaved Easy Apply Hybrid 2 Locations Easy Apply 19-23 Hourly Junior 19-23 Hourly JuniorFintech • HR TechManage customer offboarding for 401(k) plan terminations and provider transfers through phone and email. Coordinate complex workflows across Operations, Compliance, Finance, Product, and Engineering; investigate issues, resolve escalations, manage support queues, and maintain quality and response benchmarks. Identify customer trends, recommend process improvements, handle sensitive conversations empathetically, and use customer service platforms and AI tools to deliver efficient support.Top Skills: Ai ToolsConfluenceFreshdeskGoogle SuiteIntercomJIRASalesforceSlackTalkdeskZendesk