Client Implementation Specialist – New Business

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MAP Retirement

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1997

💸 Finance

🤝 B2B

📋 Compliance

Finance • B2B • Compliance

MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.

📋 Description

• Oversee the onboarding of new plan sales engagements (both start-up plans and conversions) including review of the information supplied for accuracy and completeness • Complete the setup of new start-ups and transfer/conversion plans from start to finish • Set up and/or review the plan in PensionPro and oversee plan documents production and recordkeeper set ups to ensure targets with service delivery are met • Communicate with advisors and plan sponsors as the single point of contact, ensure that the initial welcome package and calls/emails are performed timely with each newly engaged plan • Maintain communication with record-keeper/advisor partners regarding status of new accounts • Work with the recordkeeper to schedule the plan transfer, ensure for startups that the proper initial contribution start date is appropriate or guide the client to allow for more cushion to mitigate compliance issues • Assist with plan design and general setup questions and act as a facilitator to support the client with necessary training or support provided by the chosen recordkeeper • Enhance customer satisfaction by providing distinctive service in all interactions • Continually look for opportunities and make recommendations to improve product, delivery, and overall experience • Archive client information and correspondence in an organized manner consistent with firm practices

🎯 Requirements

• 0–3+ years of experience in retirement plan or client services • Exceptional customer service skills • Strong verbal and written communication and interpersonal skills • Excellent organizational skills and attention to detail • Ability to juggle multiple priorities and deadlines without dropping the ball • Strong analytical and problem-solving skills • Comfortable in a fast-paced, collaborative environment • Familiarity with PensionPro is a plus

🏖️ Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents • 401(k) with safe harbor contributions • Generous open PTO policy • Life insurance, FSA & HSA • Ongoing industry training and professional development