Onboarding Consultant

This is a fully remote position, open to applicants in New York.

📋 Description

• Oversee the complete onboarding process for newly acquired retirement plans, which includes start-up plans and takeovers.

• Manage expectations of clients and advisors while adhering to service timelines.

• Conduct quality control and assurance for plan conversions and account transitions.

• Handle caseloads to achieve departmental quality and timeliness objectives.

• Communicate roles and track onboarding progress to clients, advisors, and internal teams.

• Coordinate the review and completion of implementation and onboarding documentation.

• Update workflow systems or status reports regarding onboarding activities and progress.

• Train and assist clients with their tasks and resolve any issues that arise.

• Ensure internal departments fulfill their responsibilities by the set deadlines.

• Escalate client issues, onboarding delays, and any potential service or financial risks.

• Participate in solution teams focused on new and improved services.

• Educate clients and financial advisors about ongoing administrative services.

• Transfer completed onboarding cases to service consultants, including any outstanding issues.

• Safeguard and appropriately manage confidential FuturePlan and client information.

• Support additional tasks and projects as assigned.

⛳️ Requirements

• A Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent professional experience.

• Proficient in MS-Office software applications, including Excel and Word.

• 1-3 years of experience in the financial services or retirement services sector is preferred.

• At least 2 years of experience with Relius, ASC, FT William, or a similar administration recordkeeping system is preferred.

• Basic understanding of ERISA, DOL and IRS regulations, and plan documents.

• Exceptional presentation abilities, telephone etiquette, professionalism, client service skills, and time management capabilities.

• Strong written and verbal communication skills.

• Computer proficiency with recordkeeping systems and trust systems; experience in plan reconciliations is desirable.

• Excellent analytical skills, attention to detail, accuracy, and problem-solving capabilities.

• Ability to thrive in a team-oriented environment.

• Capacity to respond constructively to change and manage other essential tasks as assigned.

• Ability to perform well under pressure with multiple priorities and deadlines.

• Ability to make sound judgments regarding issues that may impact financial and client relations.

• Strong skills in facilitation, negotiation, and conflict resolution.

• Ability to escalate issues to the appropriate levels within the organization.

• Willingness to work additional hours as necessary to meet business requirements.

🏝️ Benefits

• Full-time employment.

• Ascensus training sessions and opportunities for ongoing self-study.