Install & Conversions Analyst

2 months ago

Tampa, United States Ascensus Full time

Job Summary 

Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services. 

Competencies: 

  • Team Success 

  • Customer/Client Focus 

  • Personal Credibility 

  • Applied Learning 

Core Responsibilities: 

  • Primarily responsible for assisting customers in setting up new and conversion 401(k) plans, including those more complex and critical in nature 

  • Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned 

  • Support PAi Sales team to determine appropriate plan type/product for the client’s needs 

  • Documents details of customer contacts and actions taken 

  • Reviews plan documents, proposals, questionnaires and elections with great attention to detail in order to ensure accuracy and compliance of plan consultation, design and set-up 

  • Proactively discovers and resolves potential problems through clear, confident and effective communication with partners, clients, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image 

  • Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs 

  • Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others 

Job Requirements: 

  • Regular attendance and punctuality 

  • Ability to work autonomously or as part of a team 

  • Ability to work in a fast-paced, change driven environment 

  • Adherence to all company policies and procedures 

Minimum Qualifications: 

  • High school diploma or equivalent 

  • Three years of previous 401(k) third party administrator experience in a plan conversion role 

  • Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel and Word 

  • Excellent analytical, problem resolution skills and detail orientation 

  • Strong interpersonal, client relationship and communication skills 

Preferred Qualifications: 

  • Associates or Bachelor’s degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience 

  • Fluent in English and Spanish 

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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