Client Transition Analyst

3 weeks ago

White Plains, United States Pentegra Services, Inc. Full time
Job DescriptionJob Description

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.



Job Summary: The Client Transition Analyst works directly with the Client Transition Managers to set up new plans in applicable TPA systems – Billing System, Relius and Salesforce – and performs tasks related to document delivery for Pentegra 3(16) clients. The analyst also works directly with the Billing Team to perform billing for newly onboarded plans. The Client Transition Analyst also works directly with clients, advisors and others to performs tasks related to transitioning new clients to Pentegra for the Daily Bundled plans (including all systems setup), Solo(k) plans, Defined Benefit plans, Consulting engagements and 3(16) Overlay plans. The Client Transition Analyst is also involved with all changes related to Pentegra’s internal systems, as well as items for the Daily Bundled plans – Changes to bundled systems for Amendments, De-conversions, Fund Changes, Enrollment Kits, Annual Notices, etc.

Responsibilities:

Onboarding New & Takeover Plans

    • Provide Solo(k) Plan Documents, including request forms for Trust EIN, to Advisor and Clients
    • Relius Admin System Setup – full setup including plan-level and census-level data, conversion and transfer balance input by participant and source, beginning account balances and other activity.
    • 3(16) Mailings - Initial enrollment and notice mailing to participants; any other required mailings

New TPA Plan Systems Setup

    • Salesforce
      • Setup new plans, includes client, plan, employee roles, external contacts
    • Fee/Billing system
      • Setup new plans
        • general plan data
        • individual fees according to service agreement
        • verify and add current participant count and asset amount
      • Ad Hoc fee entry
        • Determination of amount to retro-bill and entry of applicable fees
        • Entry of installation fees
    • Relius
      • Setup employer and plan
    • Salesforce
      • Update records and confirm amount to post to revenue
    • SRT / BIS / BSP and other auxiliary systems
  • Updates for Existing Business
    • Coordinate with Advisors and Clients on periodic fund changes – full setup of changes in SRT and Ancillary Systems
    • Contact Changes for the Plan Sponsor Website
    • Salesforce, Billing System, Salesforce and SRT / BIS / BSP and other auxiliary systems updates for plan changes, conversions, pricing updates, etc.
    • Salesforce corrections/updates for address, contact, phone, email
    • Deletion of duplicate projects in Salesforce
    • Deactivation of Terminated Plans after completion of all work in Salesforce
  • Fee Disclosure and QDIA Notices
  • Prepare initial and annual notices
  • Update notices in accordance with changes throughout the year
  • De-conversions
    • Facilitate de-conversion for daily bundled plans
  • Notify Finance of changes to revenue or budget for existing plans
  • Settle-up Billing (includes project update, asset & participant count update, fee and payment verification)
  • Other Ad Hoc billing, as needed
  • Other special projects, as needed

Requirements:

  • Good verbal and written communication skills
  • Minimum 2-Years college or comparable experience; 1-3 years of work experience preferred
  • Knowledge of Excel and other Microsoft applications/software
  • Strong math skills
  • Strong analytical and problem-solving skills
  • Knowledge of Salesforce and general TPA billing a plus

Ability to work as part of a team while independently managing a personal workload with minimal supervision.


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