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Ascensus
Ascensus
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasDraudimasFinansaiKonsultavimas
„Ascensus“ teikia administravimo ir apskaitos paslaugas pensijų, švietimo, draudimo ir finansinių paslaugų sektoriuose. Jos veikla padeda asmenims ir organizacijoms siekti finansiškai užtikrinto išėjimo į pensiją bei kokybiško išsilavinimo. Komandos daugiausia dėmesio skiria paslaugų teikimui, veiklos tobulumui ir aukštiems standartams. „Ascensus“ savo darbo kultūroje pabrėžia sąžiningumą, kokybę, įvairovę, įtrauktį ir lygias galimybes, taip pat samdo įvairių profesinių sričių darbuotojus.
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Onboarding Consultant, FuturePlan

Manage client and advisor implementations for FuturePlan, Ascensus’s national retirement plan administrator. Coordinate plan conversions, documentation, training, quality reviews, and handoffs to ongoing service teams.

USJungtinės ValstijosNYNiujorkasNuotolinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKonsultantas
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Aprašymas

  • Oversee onboarding for newly sold retirement plans, including startups and takeovers.
  • Set expectations with clients and advisors, and keep implementations on schedule.
  • Review plan conversions and account transitions for quality and accuracy.
  • Manage caseloads to meet departmental quality and timeliness goals.
  • Explain roles and implementation progress to clients, advisors, and internal teams.
  • Coordinate the review and completion of implementation and onboarding documents.
  • Maintain workflow systems and status reports with onboarding activity and progress.
  • Train clients on their tasks and help resolve issues.
  • Track internal teams’ tasks to ensure completion by scheduled due dates.
  • Escalate client concerns, onboarding delays, and potential service or financial risks.
  • Contribute to solution teams developing new or enhanced services.
  • Explain ongoing administrative services to clients and financial advisors.
  • Transfer completed onboarding cases to service consultants, noting any open issues.
  • Safeguard confidential FuturePlan and client information.
  • Complete other assigned tasks and projects.

Reikalavimai

  • Bachelor’s degree in accounting, business administration, mathematics, or equivalent work experience.
  • Proficiency with Microsoft Office applications, including Excel and Word.
  • Preferred: 1–3 years of experience in financial services or retirement services.
  • Preferred: At least two years of experience with Relius, ASC, FT William, or a similar administration recordkeeping system.
  • Basic knowledge of ERISA, DOL and IRS regulations, and plan documents.
  • Strong presentation, telephone, client service, and time management skills, with a professional approach.
  • Strong written and verbal communication skills.
  • Computer literacy with recordkeeping and trust systems, plus experience with plan reconciliations.
  • Strong analytical, detail, accuracy, and problem-solving skills.
  • Ability to work collaboratively in a team.
  • Ability to adapt productively to change and handle other essential duties as assigned.
  • Ability to manage multiple priorities and deadlines under pressure.
  • Sound judgment when handling issues that could create financial or client relationship liabilities.
  • Strong facilitation, negotiation, and conflict resolution skills.
  • Ability to escalate issues to appropriate levels within the organization.
  • Ability to work additional hours when needed to meet business needs.

Privalumai

  • Full-time employment.
  • Ascensus training sessions and ongoing self-study.

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