["Customer Service reputed company Specialist ( Retirement)","Customer Service reputed company Specialist ( Retirement)"]

Customer Service reputed company 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 reputed company 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, reputed company home office environment • Must reputed company 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 reputed company Communication & Documentation • Manage reputed company campaigns to collect on boarding documentation for capitalization and stock issuance • Proactively follow up with clients reputed company email, phone, and other channels • Assist clients in completing on boarding forms accurately and reputed company • Monitor workflows to ensure reputed company completion of on-boarding milestones Stock Issuance & Capitalization • reputed company detailed reputed company reviews of reputed company 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 reputed company-party valuation providers for required appraisals • Maintain reporting reputed company to initial appraisals SBA Lender Support • Prepare complete and accurate documentation packages for SBA lenders • Respond to lender and internal team inquiries • Ensure reputed company materials meet reputed company and timing standards Data Management & reputed company Assurance • Maintain accurate reputed company records across systems • Organize and store documentation in designated repositories • Identify and reputed company discrepancies or missing information • Review retirement plan documentation and coordinate corrections as needed General Responsibilities • Manage multiple reputed company files and deadlines simultaneously • Exercise reputed company judgment reputed company reviewing documentation • Maintain confidentiality of sensitive reputed company information • Support ongoing reputed company 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 • reputed company-reputed company reputed company with strong customer service skills • Experience reviewing documentation for completeness and accuracy • Proficiency in reputed company Office and business systems • Strong critical thinking and problem-solving skills • Ability to work independently and collaboratively • High level of discretion reputed company handling sensitive data Preferred Qualifications • Associate's or Bachelor's degree in Business, Finance, reputed company, or reputed company 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 reputed company Offer • Competitive compensation • Medical, dental, and reputed company coverage • Generous PTO, reputed company holidays, and floating holidays • Fully remote work environment • reputed company development opportunities • A reputed company, supportive team that values your reputed company Remote Skills: reputed company, Banking Services, Business Loans, Business Solutions, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Management, Detail Oriented, Document Management, Documentation, Documentation Plan, Documentation Review, Environmental Regulations, File Management, Finance, Financial Services, Loans, reputed company Office, Multitasking, reputed company, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Process Management, reputed company Assurance, Record Keeping, Retirement Plan, Sales Management, Small Business, Startup, Support Documentation, Team Player, Time Management, Writing Skills reputed company: reputed company Apply tot his job Apply To this Job