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Ascensus · 1 day ago

Installation Coordinator, Transition Services

Dresher, PA

Full-time

Onsite

Entry, Mid Level

2+ years exp

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. The Installation Coordinator is responsible for managing the onboarding of new plans and ensuring all elements of installation events and tasks are completed efficiently and effectively.

ConsultingRetirementTraining

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 team member involved in the implementation

Work 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 management 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 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

Qualification

Financial services experienceERISA knowledgeClient service skillsMS-Office proficiencyProblem resolution skillsPresentation skillsTime managementTeamworkCommunication skillsNegotiation skills

Required

Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience

Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio

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 evaluation 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 reliable 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