Ascensushr

Implementation Coordinator, RPS Product Support Services

Remote, Minnesota

Sponsorship not specifiedDetected 14 days ago

ReactProject ManagementCRMCustomer SupportCommunicationProblem Solving

About the role

The Implementation Coordinator position is responsible for managing the relationship with the client through the implementation of new products, mergers, terminations, ongoing communications, and client transitions between products and services.
This position is responsible for escalating any compliance or procedural discrepancies and for escalating and coordinating follow up to resolve technology barriers to implementation of products and services.
Section 2: Job Functions, Essential Duties and Responsibilities

This position acts as the liaison to evaluate client needs by developing, recommending and implementing solutions to fit the specialized needs of clients.
This position requires IRA knowledge and is primarily responsible for providing operational process support to clients and Ascensus staff.
The nature of the support provided is typically on operating procedures, compliance issues and basic technology issues as they relate to those products.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
Manage relationships with clients to ensure customer retention. Work with the internal sales staff and technology support staff to consistently identify, meet and exceed customer needs.
Maintain the integrity of information in all internal/external Standard Operating Procedures and reference guides. Maintain or exceed team service level agreements.
Support development of team by actively participating in team initiatives.
React positively and help implement change.

This position requires an in-depth knowledge of IRA administrative and operational processes.
Demonstrate ability to identify, review and analyze discrepancies and questionable procedures within the unit and division and escalate for resolution.

Associate Degree in Business, Finance or related work experience required.
A minimum of 2 years customer service and project management experience required.
Proficiency in MSOffice software applications, specifically Word and Excel.
Proficiency in IRAdirect and CRM preferred.
Previous knowledge of financial services market desirable.
Project management experience.
Must possess very strong attention to detail.
Must possess strong organizational skills.

Recommend continuous improvements to processes identified through daily work with customers, internal teams and vendors.

This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.