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Benetrends Financial
Remote Customer Service Onboarding Specialist ( Retirement)Benetrends Financial • San Germán, Puerto Rico
Remote Customer Service Onboarding Specialist ( Retirement)

Remote Customer Service Onboarding Specialist ( Retirement)

Benetrends Financial • San Germán, Puerto Rico
Hace 5 días
Descripción del trabajo


Customer Service Onboarding Specialist ( Retirement)


Location: Fully Remote (US)
Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as needed)


About the Role


We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as Business Start-Up) on-boarding process. This role plays a critical part in delivering a smooth and compliant on-boarding 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 Responsibilities


Client Communication & Documentation



  • Manage outreach campaigns to collect on boarding documentation for capitalization and stock issuance

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

  • Assist clients in completing on boarding forms accurately and efficiently

  • Monitor workflows to ensure timely completion of on-boarding 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, on-boarding, 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




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Remote Customer Service Onboarding Specialist ( Retirement) • San Germán, Puerto Rico

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