Job Summary:

The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to day-to-day client service requests and serves as the single point of contact during the installation and conversion process. The candidate provides status updates to senior leadership and external customers.

Duties/Responsibilities:

In a project management capacity, manage the installation of each new plan onto the organization’s recordkeeping platform.
Facilitate periodic meetings with clients, advisors, etc. regarding the transition timeline for the respective plan.
Lead and facilitate interactive meetings with clients, advisors, and sales team members to complete the necessary implementation agreements including the selection of applicable services, features, and investment options.
Consult with the client, prior recordkeeper and TPA, if applicable, to ensure accurate and complete information is available prior to receiving plan assets.
For takeover plans, facilitate the transfer of plan assets as well as allocate to participant accounts through documented review/approval processes.
Establish participant accounts including complete participant demographic and investment information.
Conduct website training with clients.
Provide reporting to key plan contacts for review/approval throughout conversion process.
Review internal reports/dependent systems with plan information for reporting purposes.
Maintain open communication flow with Plan Sponsor, TPA, and Advisor throughout conversion process.
Upon completion of each plan installation, lead a plan handoff to client service and operations teams.

Skills & Qualifications:

Hands on experience with retirement plan recordkeeping systems (e.g. Relius).
3-5 years’ experience with Defined Contribution plans
Client relationship management experience preferred
QKA, QPA, CPC, ERPA or APA designations highly preferred
A high level of proficiency in Excel
Project Management skills
Excellent verbal and written communication skills
Strong organizational Skills
Ability to work independently
Ability to multi-task in fast paced environment
Ability to build and maintain meaningful work relationships
Acute attention to detail

Salary: $55,000 – $75,000 base salary, based on experience, plus eligibility to participate in company’s bonus program.