Client Onboarding Supervisor | 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. St Louis.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Oversee each retirement-plan implementation or recordkeeper transition from setup through completion
- Serve as the main contact for onboarding work with Plan Sponsors, Financial Advisors, and other TPA firms
- Lead plan-design discussions, prepare recordkeeper documents, and keep internal systems current
- Assign and review staff work, guide complex issue resolution, and maintain productivity, service, and quality standards
- Train and motivate employees while handling grievances, policies, goals, and input on staffing decisions
What you bring
- A high school diploma or GED is required for this role
- More than five years of customer service work in the insurance industry
- Current licenses and certifications that apply to your area of expertise
- Retirement-plan industry knowledge, technical expertise, and comfort using relevant technology
- Clear spoken and written communication with internal and external contacts at every organizational level
Who this fits
You’ll suit this role if you can combine retirement-plan onboarding expertise with hands-on staff supervision. The position is hybrid in St. Louis and includes accountability for subordinate employees, including work direction, training, performance standards, and input on hiring and disciplinary decisions. A bachelor’s degree and Pension Administrator, QKA, or pursuing QPA or QKA credentials are preferred.
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 onboarding-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.
Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues.
Assumes accountability for decisions made by subordinate staff.
May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job.
Provide major input into hiring decisions.
Provide major input into rewarding and disciplinary actions.
Execute annual goals and priorities.
Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards.
Administer and execute policies and procedures affecting staff.
Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge.
Motivate, guide, and train staff.
Listen and resolve grievances.
Additional responsibilities as assigned.
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.
Preferred Qualifications
Bachelor's degree.
Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials.
Minimum Qualifications
High School Diploma or GED equivalent required
More than 5 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrate industry experience and technical knowledge in area of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Strong communication skills both oral and written with all levels of organization, both internally and externally
Not this one either?
Claude or ChatGPT reads the other 92,414 for you.
Get better matches →
