Client Onboarding Specialist | Retirement Plans
Careers at Myers and Stauffer Open · verified Sep 29, 2026 At a glance
Mid-level Customer Success role at Careers at Myers and Stauffer. North Canton.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Coordinate new plan implementations and recordkeeper-to-recordkeeper transitions for TPA clients
- Serve as the main contact for onboarding work across clients, advisors, recordkeepers, and other TPA firms
- Lead plan design discussions, complete recordkeeper forms, and keep internal systems current
- Handle client questions and resolve service issues while meeting quick turnaround times and deadlines
What you bring
- At least three years of professional experience in the retirement plan industry
- A high school diploma or GED, along with working knowledge of relevant laws, regulations, and standards
- Comfort using MS Office tools plus Concur, Skype, and other applicable technology
- Initiative, leadership, rapid self-directed learning, and strong communication across organizational levels
Who this fits
This role suits someone with retirement plan experience who can coordinate multiple parties, anticipate client needs, and resolve issues under deadline pressure. You’ll work with Plan Sponsors, Financial Advisors, recordkeepers, and other TPA firms, using strong interpersonal skills in a mid-level client onboarding position. The role is hybrid in North Canton, United States. Pursuing QPA or QKA credentials aligns with the listed qualifications.
From the employer
Job Purpose/Objective
- Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
- Transitions include plan conversions from one recordkeeper to another
Essential Functions and Primary Duties
- Oversee new plan implementation or plan transition process on all levels
- Primary contact for all on-boarding related activity
- Facilitate plan design calls
- Prepare recordkeeper paperwork
- Update internal systems
- Communicate with Plan Sponsors, Financial Advisors and other TPA firms
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Preferred Qualifications
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
- Pension Administrator, Qualified 401K Administrator (QKA)
Minimum Qualifications
- High School Diploma or GED required
- At least three years of professional, retirement plan industry experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
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