Onboarding Consultant, FuturePlan

Ascensus; New York (NY); Hybride; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer H

401(k) & 529 college savings match

Volunteer and charitable-giving

Business casual dress

Résumé du poste

FuturePlan, part of Ascensus, is seeking an Onboarding Manager to oversee the end-to-end onboarding of new retirement plans, including startups and takeovers. You will coordinate with clients and advisors, ensuring documentation is complete and timelines are met.

The role requires strong communication, project management, and analytical skills, with a focus on delivering high-quality service while maintaining FuturePlan’s service standards.

Qualifications

• Bachelor’s degree in accounting, business administration, mathematics, or equivalent work experience.
• Proficiency in MS‑Office applications, including Excel and Word.
• 1–3 years of industry experience in financial services or retirement services environment preferred.
• Minimum of 2 years of experience with record-keeping systems (Relius, ASC, FT William or similar).
• Strong communication, presentation, client service, and time management skills.

Responsabilités

• Manages onboarding caseload to meet service goals with limited supervision.
• Provides clear communication about roles of individuals in the onboarding process.
• Collaborates with team to improve implementation processes.
• Coordinates with client and advisor to review onboarding documents.
• Updates stakeholders on onboarding progress and status.
• Escalates risks to leadership when necessary.
• Educates clients and financial partners about ongoing administrative services.

Connaissances

Communication skills

Time management

Attention to detail

Problem solving

Teamwork

Professionalism

Formation

Bachelor’s degree in Accounting

Outils

MS Office (Excel, Word)

Description du poste

FuturePlan is the nation’s largest third‑party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high‑touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast‑growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in‑house ERISA teams. Learn more at FuturePlan.com.

Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start‑up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices.

Job Functions, Essential Duties and Responsibilities

• Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision.
• Provides clear communication regarding the roles of each individual involved in the onboarding process.
• Collaborates with team members to continuously improve implementation processes.
• Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.
• Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases.
• Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
• Provides training and assistance to clients to ensure completion of the client tasks and issue resolution.
• Ensures internal department’s completion of tasks by the scheduled due date.
• Provides input to Management on client issues and onboarding delays.
• Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability.
• Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services.
• Provide guidance to clients and financial advisors to fully inform and educate them on on‑going administrative services provided by FuturePlan.
• Provide hand‑off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues.
• Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self‑study.
• Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
• Our I‑Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Assist with other tasks and projects as assigned.

Experience, Skills, Knowledge Requirements

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
• Proficiency in MS‑Office software applications, including Excel and Word.
• 1‑3 years of industry experience in financial services or retirement services environment is preferred.
• Minimum of 2 years of experience with Relius, ASC, FT William or similar administration record‑keeping system preferred.
• Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
• Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
• Excellent written and oral communication skills.
• The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base.
• Computer literacy with record‑keeping systems and trust systems; and experience with plan reconciliations.
• Possess excellent analytical abilities, attention to detail, accuracy and problem‑solving ability.
• 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 fast paced environment.
• Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
• Must possess strong facilitation, negotiation, and conflict resolution skills.
• Ability to elevating issues to appropriate levels within an organization.
• Ability to work additional hours as necessary to meet business needs.
• Be aware of employment fraud.

Benefits

• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress