• Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. • Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices. • Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. • Provides clear communication regarding the roles of each individual involved in the onboarding process. • Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. • Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. • Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. • Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. • Ensures internal department’s completion of tasks by the scheduled due date. • Provides input to Management on client issues and onboarding delays. • Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. • Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. • Provide guidance to clients and financial advisors to fully inform and educate them on ongoing administrative services provided by FuturePlan. • Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. • Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. • Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. • Assist with other tasks and projects as assigned.