NQ Installation Analyst

Client Onboarding Specialist

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.

Position Summary

This position 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. In addition, supports Quality Assurance (QA) processes to ensure deliverables are met.

Job Functions, Essential Duties and Responsibilities

• 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, including but not limited to;
• Participate in interactions with prior record keepers and / or clients as they complete the onboarding process to ensure all required data has been received and loaded.
• Communicate missing information to applicable external parties regarding data necessary to complete the participant setup.
• Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff.
• Successfully monitor follow-up on assigned items, including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management.
• Train other associates on all responsibilities identified as pertaining to the job responsibilities.
• Participate in file setup calls for both conversion and start up plans to ensure timely and accurate submission of enrollments, contributions, demographic data required for accurate plan administration.
• Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones.
• Monitors internal department's completion of tasks, within the implementation plan, by the scheduled date.
• Provides input to Implementation Project Manager and Management on potential client issues or implementation delays.
• Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and / or financial liability.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Experience, Skills, Knowledge Requirements

We are proud to be an Equal Opportunity Employer. The national average salary range for this role is $60-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. Other rewards and benefits may include : 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.