NQ Installation Analyst

Ascensus 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.

Section 1 : Position Summary

This position supports client onboarding processes to ensure key deliverables are met. Participates in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files. Assists with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities. Demonstrates a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the addition supports Quality Assurance (QA) processes to ensure deliverables are met.

Section 2 : Job Functions Essential Duties and Responsibilities

• Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness.
• Provides clear external and internal communication to clients financial professionals Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding.
• Coordinates with plan sponsor and Prior Recordkeepers collection of required information including but not limited to;
• Participate in interactions with prior record keepers and / or clients as they complete the onboarding process to ensure all required data has been received and loaded.
• Communicate missing information to applicable external parties regarding data necessary to complete the participant setup.
• Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff.
• Successfully monitor follow-up on assigned items including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management.
• Train other associates on all responsibilities identified as pertaining to the job responsibilities.
• Participate in file setup calls for both conversion and start up plans to ensure timely and accurate submission of enrollments contributions demographic data required for accurate plan administration.
• Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones.
• Monitors internal departments completion of tasks within the implementation plan by the scheduled date.
• Provides input to Implementation Project Manager and Management on potential client issues or implementation delays.
• Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and / or financial liability.
• 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.

Supervision

Section 3 : Experience Skills Knowledge Requirements

We are proud to be an Equal Opportunity Employer

The national average salary range for this role is $60-70k in base pay exclusive of any bonuses and base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location experience performance and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however from time to time it may occur on a case-by-case basis. Other rewards and benefits may include : 401(k) match Medical Dental Vision Paid-Time-Off etc. For more information please visit aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ 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.

Required Experience :

IC

Key Skills

CCTV,Low Voltage,Customer Service,Hand Tools,Construction Experience,Electrical Experience,Mechanical Knowledge,Service Technician Experience,Schematics,Security System Experience,Power Tools,Troubleshooting

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 60 - 70