Ascensus
ConversionSpecialistII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Conversion Specialist II at Ascensus. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Supporting Quality Assurance (QA) processes to ensure deliverables are met. Participate in prior recordkeeper interactions to ensure accurate and timely transition of plan assets and indicative data”
What You'll Achieve.
ensure deliverables are met; ensure accurate and timely transition of plan assets and indicative data; meet deadlines and quality levels set by the unit; meet and exceed departmental service goals and partner specific service levels for quality and timeliness; completion within departmental set deadlines; ensure timely and accurate transition of plan assets and indicative data; implement efficiencies or process improvements as required; complete internal audits within departmental timeframe; respond to correspondence within communicated service level timeframe; 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
Industry & Context.
Identifies and solves problems utilizing resources/procedures for a specific process, with a defined resolution; Occasionally takes ownership of problems with undefined resolutions based on knowledge of concepts; Research unresolved issues or discrepancies by investigating or correcting data, or consulting with necessary resources
Ability to work overtime as necessary
What They're Looking For.
Must Have
Ability to work overtime as necessary
Nice to Have
familiarity with Access
What You'll Do.
Supporting Quality Assurance (QA) processes to ensure deliverables are met
Participate in prior recordkeeper interactions to ensure accurate and timely transition of plan assets and indicative data
Demonstrate a high level of client satisfaction to Plans and Alliance Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit
Manage individual case load effectively to meet and exceed departmental service goals and partner specific service levels for quality and timeliness
Ensure system specifications match those of the plan documents via a plan rules audit and completion within departmental set deadlines
Participate in prior recordkeeper and financial advisor calls arranged by installation coordinator to ensure timely and accurate transition of plan assets and indicative data
Take lead on special projects within the install department
including working with the installation coordinators to implement efficiencies or process improvements as required
Present a risk management review on process improvements and IQP enhancements
Serve as a training resource within the QA team and act as a mentor to new hires within the team
Assist with SSAE16 process by completing internal audits within departmental timeframe
Provide input to management on escalated client issues that may impact service satisfaction and/or financial liability
Process trailing dividends after plan installation
Collaborates with team members to continuously improve processes and meet goals
Complete understanding of install workflows and participating in regular team meetings to share knowledge
Resolve internal and external client issues by responding to correspondence within communicated service level timeframe
Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence
Research unresolved issues or discrepancies by investigating or correcting data
or consulting with necessary resources
Responsible for protecting
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
Assist with other tasks and projects as assigned
How You'll Work.
Team & Collaboration
Collaborates with team members to continuously improve processes and meet goals; Complete understanding of install workflows and participating in regular team meetings to share knowledge; Works well independently and occasionally takes lead in a team environment; Is able to communicate their expertise for the benefit of the larger work team; Completes daily work as assigned and will routinely assist peers with daily work to ensure deliverables are met; Proactively seeks out opportunities for additional departmental work; Addresses conflicts with team as well as effectively escalating cross team conflict so that senior associates and/or leadership can address
Communication Scope
Communicates regularly with both peers and colleagues in other business units; Demonstrates ability to document procedures that are clear and easy to understand; Effectively communicates with clients on specific tasks; Represents Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence
Process & Methodology
Take lead on special projects within the install department, Generally plans 1-2 days in advance in order to meet specific tasks and departmental goals as defined, Generally planning for self only and potential back-up as needed
Full Job Description
Job Description **Section 1: Position Summary** Supporting Quality Assurance (QA) processes to ensure deliverables are met. Participate in prior recordkeeper interactions to ensure accurate and timely transition of plan assets and indicative data. Demonstrate a high level of client satisfaction to Plans and Alliance Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit. **Section 2: Job Functions, Essential Duties and Responsibilities** * Manage individual case load effectively to meet and exceed departmental service goals and partner specific service levels for quality and timeliness. * Ensure system specifications match those of the plan documents via a plan rules audit and completion within departmental set deadlines. * Participate in prior recordkeeper and financial advisor calls arranged by installation coordinator to ensure timely and accurate transition of plan assets and indicative data. * Take lead on special projects within the install department, including working with the installation coordinators to implement efficiencies or process improvements as required. * Present a risk management review on process improvements and IQP enhancements. * Serve as a training resource within the QA team and act as a mentor to new hires within the team. * Assist with SSAE16 process by completing internal audits within departmental timeframe. * Provide input to management on escalated client issues that may impact service satisfaction and/or financial liability. * Process trailing dividends after plan installation. * Collaborates with team members to continuously improve processes and meet goals. * Complete understanding of install workflows and concepts; participating in regular team meetings to share knowledge. * Resolve internal and external client issues by responding to correspondence within communicated service level timeframe. * Represents Ascensus in a professional manner through use of prof
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