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Onboarding Consultant

Remote / Online - Candidates ideally in
Orlando, Orange County, Florida, 32885, USA
Listing for: Ascensus
Remote/Work from Home position
Listed on 2026-01-24
Job specializations:
  • Business
    Business Development, Business Analyst, Client Relationship Manager, Business Administration
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Onboarding Consultant – Future Plan (Ascensus)

Onboard and launch retirement plans for advisors and plan sponsors across the United States. Own the end‑to‑end process from sales to go‑live, ensuring a “Day 1” experience.

Key Responsibilities
  • Design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
  • Serve as primary point of contact for clients and advisors throughout the onboarding lifecycle.
  • Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting.
  • 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.
  • Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Qualifications
  • Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
  • 1–3 years of industry experience in financial services or retirement services; 2+ years with Datair or a similar system preferred.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and basic knowledge of ERISA, DOL and IRS regulations.
  • Excellent presentation, written and oral communication, and client service skills.
  • Strong analytical and problem‑solving abilities with attention to detail and a “Day 1” mindset.
Benefits and Compensation
  • Base salary range: $50,000 – $70,000 per year.
  • 401(k) match, Medical, Dental, Vision, Paid‑Time‑Off.
  • Remote work with required 25 Mbps internet speed; full‑time, Mid‑Senior level.
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