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Deconversion Coordinator

Location:Brainerd North, MN
Level:Full Time
Category: Client Services


Department Responsibilities: 

Deconversion is responsible for the off-boarding of plans that are moving to new providers or plan sponsors that are terminating their plans.

Position Purpose:

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




Job Duties/Responsibilities:

• 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.

• 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.

• Communicates effectively Ascensus’ needs by using pre-established letters, support material, and support staff.

• Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence.

• Assist 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.


Additional Requirements: 

• Bachelors 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.

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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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