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401(k) Onboarding Advocate
Gusto, Inc.
Denver, Colorado, United States
Full Time
Hybrid
Mid
USD 48,880 – 54,995
Customer Service & Support
Financial Services Insurance
Posted 1 day ago
Job summary
A 401(k) Onboarding Advocate at Gusto is responsible for guiding small business customers through the seamless integration of their 401(k) plans into the platform, ensuring clear communication, compliance, and accuracy while leveraging AI tools for efficiency.
Responsibilities
The 401(k) Onboarding Advocate manages the end-to-end integration of customer 401(k) plans onto the Gusto platform. This involves consultative outreach, project management of the onboarding journey, and ensuring plan compliance and accuracy.
Qualifications
account management
adaptability
automation
communication
customer service
data accuracy
financial services
problem-solving
project management
retirement industry
Candidates must have at least 3 years of professional experience in retirement, payroll, or financial services. Proficiency in using AI tools and a data-driven mindset are essential for success in this role.
English
Benefits
- Health Insurance
- Equity
- Rsus
- Competitive Base Pay
Company
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401(k) Onboarding Advocate
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Gusto, Inc.
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