Project Coordinator for Onboarding

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime.

You love project management and can ensure that multiple parties, external and internal, align on expectations and drive towards a deadline. You relish providing clients with that “wow” moment in an area where they haven’t previously been delighted. You understand what it’s like to be a client, and what it means to go above and beyond the call of duty to solve client problems. You are a strong communicator, both written and verbal, and are very organized. You are entrepreneurial, and can demonstrate quick thinking and creative problem solving.As a Business Success Associate, you will be point of contact between Betterment’s New Business, Business Success, and its defined contribution clients to ensure a successful 401(k) on-boarding and launch.

* Manage all aspects of the implementation of a Betterment for Business 401(k) plan Partner with the plan sponsor to manage the successful deconversion from the existing 401(k) vendor(s) and launch of the Betterment 401(k) * Act as a liaison with our internal teams and clients to ensure seamless relationship management and ensure that all aspects of the plan are in good order * Become proficient in all plans and products and act as an internal resource * Communicate proactively and regularly with clients and internal stakeholders * Review processes on an ongoing basis to identify ways to improve * Provide excellent client service, both internally and externally

* Bachelor’s Degree required * Minimum of 3 years work experience * Must be a highly organized, self-starter with ability to handle multiple priorities at once. * Adaptable and resourceful in a dynamic environment * Strong written/verbal communications, interpersonal and relationship building skills * Must be a collaborative team player with great initiative * Superior judgment, professionalism, poise, ability to maintain the highest level of confidentiality * Detail-oriented, organized and dependable; ability to adapt to change quickly and multi-task * Must be intuitive, able to anticipate needs and develop options * Demonstrated proficiency in Microsoft Outlook, Word, PowerPoint, and Excel