NQ Installation Analyst

Ascensus•Dresher, PA

47d•$60 - $70•Remote

About The Position

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.

Requirements

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.
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.

Nice To Haves

Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents, preferred.
Outstanding computer literacy with recordkeeping systems, preferred.

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.