Installation Specialist

3 weeks ago

Greensboro, North Carolina, United States Ascensus Full time
Job Summary

We are seeking a highly skilled and detail-oriented professional to join our team as an Installation Analyst. In this role, you will be responsible for supporting client onboarding processes, participating in client and financial professional meetings, and assisting with the conversion and translation of financial and demographic data.

Key Responsibilities
  • Manage assigned tasks effectively to meet or exceed departmental service goals and partner-specific service levels for quality and timeliness.
  • Provide clear external and internal communication to clients, financial professionals, and Prior Recordkeepers regarding key events and functions pertaining to plan onboarding.
  • Coordinate with plan sponsor and Prior Recordkeepers collection of required information, including but not limited to;
  • Participate in interactions with prior record keepers and/or clients as they complete the onboarding process to ensure all required data has been received and loaded.
  • Communicate missing information to applicable external parties regarding data necessary to complete the participant setup.
  • Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff.
  • Successfully monitor follow-up on assigned items, including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management.
  • Train other associates on all responsibilities identified as pertaining to the job responsibilities.
  • Participate in file setup calls for both conversion and start-up plans to ensure timely and accurate submission of enrollments, contributions, demographic data required for accurate plan administration.
  • Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones.
  • Monitors internal department's completion of tasks, within the implementation plan, by the scheduled date.
  • Provides input to Implementation Project Manager and Management on potential client issues or implementation delays.
  • Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability.
Requirements
  • Bachelor's degree or 5 years of industry experience in financial services or retirement services environment.
  • Outstanding client-focused background, demonstrating experience working in high-paced environment.
  • Efficient knowledge of non-qualified deferred compensation plans and plan documents preferred.
  • Excellent time management and prioritization skills.
  • Excellent written and oral communication skills. The ability to communicate effectively (clear, concise, and professionally) with all levels within the Ascensus organization and with external Ascensus clients.
  • Outstanding computer literacy with recordkeeping systems and trust systems.
  • Excellent knowledge of MS Office software applications, specifically Excel and Access.
  • 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 work in a fast-paced environment, handling multiple priorities.

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