Ascensus · 6 days ago
Onboarding Consultant (DB Plans)
Lake Mary, FL
Full-time
Onsite
Entry, Mid Level
2+ years expAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Onboarding Consultant is responsible for managing the onboarding process for newly sold retirement plans, ensuring a smooth experience for clients while maintaining quality control and assurance throughout the process.
ConsultingRetirementTraining
Responsibilities
Manages case load effectively to meet or exceed departmental 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 Sales and Business 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
Collaborates with internal departments to ensure 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 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 hand-off to the appropriate associates 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
Qualification
Required
Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience
Proficiency in MS-Office software applications, including Excel and Word
2 years of experience working with Defined Benefit plans
Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents
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
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 escalate issues to appropriate levels within an organization
Ability to work additional hours as necessary to meet business needs
Preferred
1-3 years of industry experience in financial services or retirement services environment
Minimum of 2 years of experience with Datair or similar system
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
2026-01-16
2025-10-09
Crowdfund Insider
2025-09-17
Company data provided by crunchbase