About the role

Installation Analyst handling client onboarding processes for Ascensus, engaging with clients and ensuring timely transitions for retirement plans. Collaborates with teams to manage tasks and client communication effectively.

Responsibilities

Supports client onboarding processes to ensure key deliverables are met.
Participates in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files.
Assists with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities.
Demonstrates a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit.
Supports Quality Assurance (QA) processes to ensure deliverables are met.
Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness.
Provides clear external and internal communication to clients, financial professionals, Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding.
Coordinates with plan sponsor and Prior Recordkeepers collection of required information.
Participates in interactions with prior record keepers and/or clients to ensure all required data has been received and loaded.
Communicates missing information to applicable external parties regarding data necessary to complete the participant setup.
Monitors follow-up on assigned items, including seeing problems to resolution and closure.

Bachelor’s degree or 5 years of industry experience in financial services or retirement services environment.
Outstanding client focused background, demonstrating experience working in high paced environment.
Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents, preferred.
Excellent time management and prioritization skills.
Excellent written and oral communication skills.
The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with external Ascensus clients.
Outstanding computer literacy with recordkeeping systems, preferred.
Excellent knowledge of MS Office software applications, specifically Access, Excel including Power Query.
Excellent analytical and problem resolution skills.
Ability to work in a team environment to ensure common goal of providing exceptional customer service.
Ability to react to change productively and handle other essential tasks as assigned.
Ability to work well under pressure with multiple priorities and deadlines in a high stress environment.
Ability to work in a fast-paced environment, handling multiple priorities.
Ability to work overtime to meet the needs and cyclical trends of the business organization.
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.