Onboarding Consultant

Ascensus•Boston, MA

1d•$50 - $70•Remote

About The Position

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com. FuturePlan Onboarding Consultant As an Onboarding Consultant at FuturePlan, you will own the end-to-end onboarding experience for all retirement plan types—start-up and takeover plans—ensuring a seamless transition from sales through go-live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence.

Requirements

Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
Proficiency in MS-Office software applications, including Excel and Word.
1-3 years of industry experience in financial services or retirement services environment is preferred.
Minimum of 2 years of experience with Datair or similar system preferred.
Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents.
Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
Excellent written and oral communication skills.
The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base.
Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability.
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 fast paced environment.
Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
Must possess strong facilitation, negotiation, and conflict resolution skills.
Ability to escalate issues to appropriate levels within an organization.
Ability to work additional hours as necessary to meet business needs.
Bachelor’s degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
Experience with plan reconciliations, trust accounting, and conversion processes.
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance.
Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
Skilled in conflict resolution and escalation management.
Collaborative team player who thrives in a culture of accountability and innovation.
Adaptable to change and committed to continuous improvement.
Willingness to work additional hours as needed to meet client and business needs.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use.

Responsibilities

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.
Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
Update systems and reports consistently to reflect real-time progress and ensure transparency throughout the onboarding lifecycle.
Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards.
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
Provide accurate plan education to financial professionals and clients through ongoing training and self-development.
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.