Onboarding Consultant (DB Plans)
Ascensus(2 months ago)
About this role
An Onboarding Specialist at Ascensus supports the implementation and conversion of retirement plans, focusing on delivering a consistent and compliant client experience. The role acts as a point of contact for clients, advisors, and internal teams to ensure service timelines and quality standards are maintained while protecting confidential data.
Required Skills
- Onboarding
- Client Communication
- Project Coordination
- Quality Assurance
- Excel
- Datair
- ERISA Knowledge
- Time Management
- Problem Solving
- Presentation Skills
+1 more
Qualifications
- Bachelor's Degree in Accounting, Business Administration, or Mathematics
About Ascensus
ascensus.comEveryone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
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