Deconversion Analyst

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $48k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📊 Conversion Rate Optimizer (CRO)

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• 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.

🎯 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