Onboarding Consultant; DB Plans

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with Future Plan’s core values and best practices.

• Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision.
• Provides clear communication regarding the roles of each individual involved in the onboarding process.
• Collaborates with Sales and Business team members to continuously improve implementation processes.
• Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.
• Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases.
• Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
• Provides training and assistance to clients to ensure completion of the client tasks and issue resolution.
• Collaborates with internal departments to ensure completion of tasks by the scheduled due date.
• Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability.
• Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services.
• Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues.
• Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study.
• Responsible for protecting, securing, and proper handling of all confidential data held by Future Plan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Future Plan or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned.

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
• Proficiency in MS-Office software applications, including Excel and Word.
• 2 years of experience working with Defined Benefit plans.
• 1-3 years of industry experience in financial services or retirement services environment is preferred.
• Minimum of 2 years of experience with Datair or similar system preferred.
• Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents.
• Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
• Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Future Plan organization, as well as with our client base.
• Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability.
• Ability to work in a team environment to ensure common goal of providing exceptional customer service.
• Ability to react to change productively and…