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- Team Success
- Customer/Client Focus
- Personal Credibility
- Applied Learning
- Primarily responsible for assisting customers in setting up new and conversion 401(k) plans, including those more complex and critical in nature
- Accurate and timely completion of day-to-day tasks associated with 401k plan operation, including but not limited to phone queue support and other tasks/projects as assigned
- Support PAi Sales team to determine appropriate plan type/product for the client's needs
- Documents details of customer contacts and actions taken
- Reviews plan documents, proposals, questionnaires and elections with great attention to detail in order to ensure accuracy and compliance of plan consultation, design and set-up
- Proactively discovers and resolves potential problems through clear, confident and effective communication with partners, clients, agencies and external/internal customers maintaining positive working relationships to promote retention and a quality service image
- Develops and applies continuously growing regulatory, product and process knowledge to effectively anticipate and meet customer service needs
- Continually identifies problems/changes, including but not limited to procedural gaps and regulatory changes and assists in resolving with the appropriate resource(s), such as a Leader, Quality Assurance, Training and/or others
- Regular attendance and punctuality
- Ability to work autonomously or as part of a team
- Ability to work in a fast-paced, change drivenenvironment
- Adherence to all company policies and procedures
- High school diploma or equivalent
- Three years of previous 401(k) third party administrator experience in a plan conversion role
- Solid mathematical abilities and computer skills including demonstrated knowledge with Microsoft Office Outlook, Excel and Word
- Excellent analytical, problem resolution skills and detail orientation
- Strong interpersonal, client relationship and communication skills
- Associates or Bachelor's degree or equivalent certifications in business, communications, finance, or accounting or equivalent work experience
- Fluent in English and Spanish
Install & Conversions Analyst - Boston, United States - Ascensus
Description
Job Summary
Partners with internal staff, plan sponsors, advisors and other company representatives to provide a positive customer experience, creating value with every customer contact in a cross-functional environment that includes, but is not limited to, establishing new and integrating existing plans to PAi for third party administration services.
Competencies:
Core Responsibilities:
Job Requirements:
Minimum Qualifications:
Preferred Qualifications: