Ascensus · 2 hours ago
NQ Installation Analyst
United States
Full-time
Remote
Entry Level
$60K/yr - $70K/yr
5+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The NQ Installation Analyst supports client onboarding processes, ensuring timely and accurate transitions of plan liabilities while maintaining high client satisfaction. The role involves managing tasks, coordinating with clients, and ensuring quality assurance throughout the onboarding process.
ConsultingRetirementTraining
Responsibilities
Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness
Provides clear external and internal communication to clients, financial professionals, Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding
Coordinates 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
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Qualification
Required
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
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
Excellent knowledge of MS Office software applications, specifically Access, Excel including Power Query
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
Ability to work overtime to meet the needs and cyclical trends of the business organization
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better
Preferred
Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents
Outstanding computer literacy with recordkeeping systems
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase