Installation Coordinator (remote opportunities available) - Military Veterans
Company: Ascensus, Inc.
Posted on: May 16, 2022
MILITARY VETERANS Department Responsibilities:New Business is
responsible for the onboarding of new plans, transfer plans and
internal conversions.***This position can be 100% remote in any
location***Position Purpose:Manages all elements of installation
events and tasks that include detailed needs assessment review
service definition, coordination with multiple parties.
Communicates implementation plan, including but not limited to the
key objectives and deliverables, scheduling, tracking and reporting
to internal and external parties. Assigns and performs tasks to
meet service timelines.Job Duties/Responsibilities: Ensures
appropriate fund selection, availability and establishment of
account and trading information. Works through any residual issues
to ensure funds, share classes, trading activity and account set-up
is correct. Manages case load effectively to meet or exceed
departmental service goals and partner specific service levels for
quality and timeliness. Provides clear communication regarding the
roles of each individual involved in the implementation.
Collaborates with team members to continuously improve
implementation processes. Makes recommendations to clients based
upon needs and standard service available within the retirement
plan products. Coordinates with the client to review all
implementation processes, retirement services administrative
requirements are in order to facilitate the installation of the
account. Communicates the details of the account installation to
each internal department, as it pertains to their workflow.
Performs updates to internal tracking system. Keeps Sales Managers,
Account Managers and Implementation Management informed of account
definition and installation activity. Conducts evaluations during
the account setup with the client(s) to ensure changes are
processed accordingly. Provides training and assistance to clients
to ensure completion of the client tasks and issue resolution.
Ensures internal department's completion of tasks, within the
implementation plan, by the scheduled date. Provides input to
Management on client issues, implementation delays and
weekly/monthly reports as defined. Proactively escalates potential
risks to appropriate leadership staff that impact either service
satisfaction and/or financial liability. Participates, as required,
in solution teams to ensure implementation processes are defined
and incorporated for new and enhanced services. Provide training to
financial professionals and clients to fully inform and educate
then on on-going administrative services provided by Ascensus.
Provide warm-hand-off to the appropriate service team to ensure a
smooth transition for the client and financial professional
including resolution of all open issues and completion of
installation related data required to fully service the plan though
its life at Ascensus. Provides accurate Qualified Plan information
and education to financial partners, financial professionals and
clients by attending Ascensus training sessions and continuing
self-study. 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. The I-Client philosophy and the Core
Values of People Matter, Quality First and Integrity Always should
be visible in your actions on a day to day basis showing your
support of our organizational culture.Requirements: Bachelor's
degree in Accounting, Business Administration, Mathematics, or
equivalent work experience Familiarity MS-Office software
applications, including Excel, PowerPoint, Word, & Visio
(familiarity with Access preferred) Ability to work overtime as
necessary 2-4 years of industry experience in financial services or
retirement services environment. Client services experience a plus.
Basic knowledge base of ERISA, DOL and IRS regulations, and plan
documents (individually designed and prototype) 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 Ascensus organization, as well as with our client base.
Computer literacy with recordkeeping systems and trust systems; and
experience with plan reconciliations. 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 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 work in a fast-paced environment, handling multiple priorities.
Ability to escalate issues to appropriate levels within an
organization. Ability to work additional hours as necessary to meet
business needs At Ascensus, we aspire to make a difference for
others.We are a technology-enabled services company that helps
people save for retirement, education, and healthcare through our
network of institutional, financial advisor, and state partners.
Our culture is guided by sound principles, is committed to high
standards, operates with transparency, and welcomes
diversity"housed within our Core Values: People Matter. Quality
First. Integrity Always.As aleading independent recordkeeping
services partner, retirement plan third-party administrator, and
government savings facilitator, we aim to hire associates who find
pride in going to work every day knowing that they help more than
12 million people save for what matters. Ascensus provides equal
employment opportunities to all associates and applicants for
employment without regard to ancestry, race, color, religion, sex,
(including pregnancy, childbirth, breastfeeding and/or related
medical conditions), gender, gender identity, gender expression,
national origin, age, physical or mental disability, medical
condition (including cancer and genetic characteristics), marital
status, military or veteran status, genetic information, sexual
orientation, criminal conviction record or any other protected
category in accordance with applicable federal, state, or local
laws ("Protected Status").
See Job Description
Keywords: Ascensus, Inc., Houston , Installation Coordinator (remote opportunities available) - Military Veterans, Other , Houston, Texas
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