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PCS Retirement

PCS Retirement is one of the largest independent and conflict-free retirement solution providers.

Deconversion Analyst

Conversion Rate OptimizerConversion Rate OptimizerFull TimeRemoteMid LevelTeam 201-500H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

7 days ago

Salary

$48K - $60K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Deconversion Analyst

PCS Retirement

• Coordinate the plan deconversion process for all plans to the requested new recordkeeper. • Coordinate all activities with Plan Sponsors, Third Party Administrators, Broker/Agents, and internal groups while making discretionary decisions based on type of request (i.e., liquidation, registration, or transfer in kind) and data required/requested. • Manage Plan Sponsor and Advisor relationships and provide superior customer service. • Creates positive transition experience for the client through conference call consultation and consistent email updates and progress reports. • Coordinate with advisors, plan sponsors, prior record keepers and or third-party administrators to determine liquidation date. • All communications, proactive and reactive, with clients, advisors, new recordkeepers, brokers, TPAs, custodians, etc. • Requesting and coordinating the gathering of deconversion paperwork, while setting client and financial advisor expectations. • Deconverting and quality checking a plan with zero errors, transferring retirement plan assets including liquidations, in-kind transfers, re-registrations. • Preparing and providing final conversion records to new providers. • Performing all quality checks including trust reconciliation, verifying participant vesting and creating/correcting statement edits. • Being proactive with regards to client and financial advisor needs; providing status updates and resolving issues that may jeopardize deadlines. • Researching and resolving any outstanding cash or late posted dividends and residuals. • In conjunction with Relationship Management team, interfaces with the Plan Sponsor to respond to questions regarding plan conversion issues, systems capabilities, and special processing.

Job Requirements

  • 1-3 years of Conversion/Deconversion experience
  • General knowledge and familiarity qualified retirement plans, understanding plan set up as applicable to daily plan administration
  • Proficient with Relius Recordkeeping Software
  • Excellent communication skills
  • Strong project management skills
  • Reconciliation skills
  • Strong attention to detail
  • Ability to interact with clients to resolve data conversion issues in a win-win manner
  • Ability to work in a team environment

Benefits

  • 401(k) match
  • medical
  • dental
  • vision
  • life insurance
  • short and long term disability
  • paid-time off

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