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Onboarding Consultant
AscensusOnboarding Consultant managing the onboarding process for retirement plans at FuturePlan. Ensuring a seamless transition from sales through go-live while serving as the primary client contact.
About the role
Key responsibilities & impact- 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.
- Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
- Act in the role as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments in area of expertise.
- Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
- Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
- Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- Competitive salary
- Professional development opportunities
- Health insurance
- Paid time off
- Flexible working arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan administrationonboardingdata collectionasset conversion oversightplan reconciliationstrust accountingconversion processesMicrosoft Office Suitedata analysisplan document structures
Soft Skills
client communicationstakeholder managementprocess improvementcollaborationtrainingaccountabilityefficiency enhancementrisk reductionclient satisfactionrole definition