Onboarding Consultant - Ascensus

About the role

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.

Responsibilities

• Take full responsibility for managing client and advisor expectations
• Drive timelines for onboarding processes
• Deliver an exceptional onboarding experience
• Ensure a seamless transition from sales through go-live
• Reflect FuturePlan’s commitment to excellence in onboarding

Requirements

• Proven experience in customer service and/or consulting roles
• Strong organizational skills and ability to manage multiple projects simultaneously
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Experience with retirement plans is a plus

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field
• Minimum of 5 years of relevant experience

Skills

• Strong problem-solving and analytical skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite

Benefits

• Flexible remote work schedule
• Competitive compensation package
• Professional development opportunities
• Health and wellness benefits

Pay

Compensation is commensurate with experience.

Schedule

Flexible remote work schedule available.