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Sr. 401(k) Onboarding Associate

Betterment· Customer Experience
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Hybrid (New York, NY)$82k - $95kfull-timePosted 2w ago

About the role

Senior Onboarding Associate focused on guiding clients through a smooth onboarding experience for Betterment at Work, coordinating with cross-functional teams to design and implement client 401(k) plans and drive first payroll launch on the Betterment platform.

Responsibilities

  • Project manage and drive custom efforts to migrate clients from prior recordkeepers to the Betterment at Work product
  • Own tracking plans in detail during the new plan set up or conversion process
  • Review and apply all information relevant to the conversion process of the plan to ensure accuracy, efficiency and effectiveness
  • Clearly communicate with and guide our clients through any questions they may have during the onboarding process
  • Support the plan conversion process by communicating with other retirement and payroll providers as necessary
  • Assist with scheduling and participate (as needed) in client meetings, phone calls, Zooms, and hand-off meetings
  • Use systems such as Salesforce, Zendesk, and our proprietary tool Clinic to drive client deliverables
  • Partner cross functionally with team members from Compliance, Operations, and Payroll to get clients up and running

Qualifications

  • Ability to manage projects end to end and drive clarity in ambiguous situations
  • Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
  • Experience in retirement services and/or B2B onboarding environments
  • Subject matter expertise in finance and 401(k)
  • Technical savvy, specifically the ability to navigate multiple complex systems while simultaneously communicating with clients
  • Exceptional written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
  • Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
  • Strong organizational and time management skills

Skills

Required:Project managementCustomer service / client communication401(k) plan lifecycle knowledgeTechnical systems navigation

Benefits

  • Medical, dental, and vision coverage
  • Life and AD&D insurance
  • Short- and long-term disability
  • Infertility support and WPATH-aligned transgender health benefits
  • Employee Assistance Program (EAP)
  • Transit benefits and FSA and HSA options
  • Equity for all employees, including new hire and refresher grants
  • Flexible paid time off
  • Paid parental leave
  • Fully paid four-week sabbatical in sixth year
  • Company-paid professional coaching
  • Day-one 401(k) match plus matching on qualified student loan payments
Last updated Oct 7, 2026. Interested? Apply on the company site.

About Betterment

Automated investing & Financial planning

Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.

investingfinancial planningsavingretirementtax-smart technologyinvestment portfolioscash management
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