Onboarding Consultant

Job Description:

• Manage the overall onboarding process for newly sold retirement plans, including start-up plans and takeovers
• Manage client and advisor expectations and meet service timelines
• Perform quality control and assurance for plan conversions and account transitions
• Manage caseloads to meet departmental quality and timeliness goals
• Communicate roles and onboarding progress to clients, advisors, and internal departments
• Coordinate review and completion of implementation and onboarding documents
• Update workflow systems or status reports on onboarding activities and progress
• Train and assist clients with client tasks and issue resolution
• Ensure internal departments complete tasks by scheduled due dates
• Escalate client issues, onboarding delays, and potential service or financial risks
• Participate in solution teams for new and enhanced services
• Educate clients and financial advisors about ongoing administrative services
• Hand off completed onboarding cases to service consultants, including open issues
• Protect and properly handle confidential FuturePlan and client data
• Assist with other tasks and projects as assigned

Requirements:

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
• Proficiency in MS-Office software applications, including Excel and Word
• 1-3 years of industry experience in financial services or retirement services environment is preferred
• Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred
• Basic level knowledge 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
• Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations
• Excellent analytical abilities, attention to detail, accuracy and problem-solving ability
• Ability to work in a team environment
• Ability to react to change productively and handle other essential tasks as assigned
• Ability to work well under pressure with multiple priorities and deadlines
• Ability to make dependable judgments concerning issues with potential financial and client relations liabilities
• Strong facilitation, negotiation, and conflict resolution skills
• Ability to escalate issues to appropriate levels within an organization
• Ability to work additional hours as necessary to meet business needs

Benefits:

• Full-time employment
• Ascensus training sessions and continuing self-study