Associate Financial Analyst, Client Onboarding - India

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.

Role Description :

Supporting client onboarding processes to ensure key deliverables are met.

Participate in client and financial professional meetings pertaining plans. Assist with conversion and translation of financial and demographic data to ensure accurate and timely Relius Admin or ASC system set-up, workflow, reconciling of plan assets and ensuring information is sent to finance in a timely manner.

Check and validate the documents which is required to setup Plan into Admins system.

Setting up the Plans into Various Admin system as per Process Requirement

Completing the Axis setup once plan sync is completed at Axis.

Job responsibilities:

Setting up the plan shell in different admins system as per Plan document.

Provides clear communication regarding the roles of everyone involved in the onboarding process.

Collaborates with team members to continuously improve implementation processes.

Coordinates with the client and advisor to review all onboarding documents are to facilitate the installation of the plan.

Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.

Education and experience:

Graduate / Postgraduate in Finance/Accounting background

6 to 24 months experience in BFSI preferred

Proven track record of working effectively in flexible work environment in a result-oriented approach

Prior Experience in 401(k) Retirements Plans Loans and Distributions will be an added advantage

Skill Requirement:

Graduate, preferable from commerce background (not mandatory)

Experience in the US retirement industry for 0 to 2 years (not mandatory)

Open core Night shifts based on business requirements

Good verbal & written communication skills

Good typing skill and attention to detail.

Good time management skills

Ability work independently.

Familiarity MS-Office software applications, including Excel & Word

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.