This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Onboarding Specialist (TFG) based in United States. This role is responsible for delivering a smooth, accurate, and client-focused onboarding experience for new retirement plan clients.You will manage onboarding activities from initiation through completion, coordinating closely with clients, advisors, recordkeepers, and internal teams.The position combines technical knowledge of qualified retirement plans with strong project coordination and client communication skills.You will review and interpret complex plan documents, translate provisions into actionable requirements, and ensure accurate implementation.Your attention to detail will help maintain compliance while identifying opportunities to improve plan design and onboarding processes.You will also contribute to evolving workflows and methodologies as the organization continues to grow.This is an excellent opportunity for a retirement services professional who enjoys ownership, problem-solving, and making complex processes easier for clients.