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Deconversion Coordinator

Location:Brainerd South, MN
Level:Full Time
Category: Client Operations

Description

Section 1: Position Summary

Manage functions of plan off-boarding from Ascensus.  Acts as a Liaison between the client, financial advisor, financial partner and Ascensus.  Establish positive working relationship while helping the client through the off-boarding process. Accountable for delivering multiple off-boarding projects on time, within budget, and within project scope.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Liaison between client, financial advisor, alliance partner and Ascensus.
  • Manages all elements of off-boarding events and tasks that include detailed needs assessment review, service definition, and coordination with multiple parties.
  • Manage deadlines – work within allotted time frames.
  • Manages caseload effectively to meet or exceed departmental service goals and partner specific service levels for quality and timelines.
  • Communicates implementation plan, including but not limited to, the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.  Assigns and performs tasks to meet service timelines.
  • Effectively respond to internal/external customer inquiries via phone and written correspondence.
  • Document all verbal and written correspondence appropriately.
  • Collaborates with team members to continuously improve processes and in meeting goals.
  • Provides input to Management on client issues, escalated potential risks that impact either service satisfaction and/or financial liability.
  • Understand off-boarding processes and procedures by participating in regular team meetings.
  • Resolves internal and external client issues by responding to all correspondence within communicated timeframe.
  • Tracks plan progress through the off-boarding process by monitoring and updating appropriate tracking tools (i.e. Tracker and IMPACT).
  • Communicates effectively Ascensus’ needs by using pre-established letters, support material, and email templates.
  • Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence.
  • Assist supporting PSG units and team in monitoring turnaround times by communicating when your stage has been completed and/or when they need to initiate an action.
  • Provides accurate Qualified Plan information to alliances, brokers and clients by attending training sessions and continued self-study.
  • Meet expectations of the job by attendance, punctuality as indicated in the employee policy handbook.
  • Performs other duties and special projects as assigned.
  • Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
  • The I-Client philosophy and the 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.
      

Supervision  

  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
  • Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
  • Ability to work overtime as necessary
  • 2-4 years of industry experience in financial services or retirement services environment.  Client services experience a plus.
  • Basic knowledge of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototypes).
  • Excellent presentation skills, telephone etiquette, professionalism and client service skills and time management proficiency.
  • Excellent written and oral communication skills.  The ability to communicate effectively (clear, concise and professionally) all levels within the ASCENSUS organization, as well as with our client base.
  • Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliation’s.
  • 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 make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liability for the company.
  • Must possess strong facilitation, negotiation, and conflict resolution skills.
  • Ability to work in a fast-paced environment, handling multiple priorities.
  • Ability to escalate issues to appropriate levels within an organization.

We are proud to be an Equal Opportunity Employer



Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.

 

Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

 

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What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
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