Section 1: Position Summary
As an Onboarding Consultant at FuturePlan, you will own the end-to-end onboarding experience for all retirement plan types—start-up and takeover plans—ensuring a seamless transition from sales through go-live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence.
Section 2: Job Functions, Essential Duties and 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.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
- 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.
Supervision
Section 3: Experience, Skills, Knowledge Requirements
- Education & Experience
- 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.
- Technical Skills
- 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.
- Core Competencies
- Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
- Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
- 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.
- Behavioral Attributes
- 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.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.