Ascensus · 4 hours ago
Onboarding Consultant
United States
Full-time
Remote
Mid, Senior Level
$50K/yr - $70K/yr
5+ years expAscensus is the largest third-party administrator of retirement plans in the nation. The Onboarding Consultant will manage the end-to-end onboarding experience for various retirement plans, ensuring a smooth transition while meeting client and advisor expectations.
ConsultingRetirementTraining
Responsibilities
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
Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed
Update systems and reports consistently to reflect real-time progress and ensure transparency throughout the onboarding lifecycle
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
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly
Provide accurate plan education to financial professionals and clients through ongoing training and self-development
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction
Qualification
Required
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 Datair or similar system preferred
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
Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred
Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed)
Experience with plan reconciliations, trust accounting, and conversion processes
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management
Exceptional client service orientation with strong presentation, facilitation, and negotiation skills
Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance
Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships
Skilled in conflict resolution and escalation management
Collaborative team player who thrives in a culture of accountability and innovation
Adaptable to change and committed to continuous improvement
Willingness to work additional hours as needed to meet client and business needs
Embodies FuturePlan's core values and approaches every task with a “Day 1” mindset
Preferred
1-3 years of industry experience in financial services or retirement services environment is preferred
Minimum of 2 years of experience with Datair or similar system preferred
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred
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
2026-01-20
2026-01-16
Company data provided by crunchbase