Onboarding Consultant

Ascensus; Orlando (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) match

Medical, Dental, Vision

Paid-Time-Off

Job summary

A leading financial services provider seeks an Onboarding Consultant to launch retirement plans. You will oversee the process from sales to go-live, maintaining client communication and delivering training. Ideal candidates will have a Bachelor's degree, client service experience, proficiency in Microsoft Office, and strong analytical abilities. Benefits include a $50,000 – $70,000 salary, 401(k) match, and remote work opportunities.

Qualifications

• 1–3 years of experience in financial services or retirement services.
• 2+ years experience with Datair or a similar system preferred.
• Basic knowledge of ERISA, DOL, and IRS regulations.

Responsibilities

• Design validation, data collection, asset conversion oversight, and account setup.
• Serve as primary contact for clients and advisors throughout onboarding.
• Deliver client training and support to meet deadlines.

Skills

Client service skills

Analytical abilities

Problem-solving abilities

Communication skills

Proficiency in Microsoft Office Suite

Education

Bachelor’s degree in Accounting, Business Administration, Mathematics or equivalent

Job description

Onboarding Consultant – FuturePlan (Ascensus)

Onboard and launch retirement plans for advisors and plan sponsors across the United States. Own the end‑to‑end process from sales to go‑live, ensuring a “Day 1” experience.

Key Responsibilities

• Design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
• Serve as primary point of contact for clients and advisors throughout the onboarding lifecycle.
• Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting.
• Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
• 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.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
• 1–3 years of industry experience in financial services or retirement services; 2+ years with Datair or a similar system preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and basic knowledge of ERISA, DOL and IRS regulations.
• Excellent presentation, written and oral communication, and client service skills.
• Strong analytical and problem‑solving abilities with attention to detail and a “Day 1” mindset.

Benefits and Compensation

• Base salary range: $50,000 – $70,000 per year.
• 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off.
• Remote work with required 25 Mbps internet speed; full‑time, Mid‑Senior level.