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Conversion Consultant

Aspire Financial Services LLC

in Tampa, FL


Under limited supervision, uses education, detailed knowledge and skills obtained through on-the-job training to implement new retirement plans to meet the expectations of the client and coordinated efficiently and with other departments to allow for seamless transition to Aspire’s platform.


  • Creates positive transition experience for the client through conference call consultation and consistent email updates and progress reports.
  • Coordinate document accumulation phase for the Retirement implementation and conversion cases.
  • Review retirement plan case submissions to ensure set-up is accurate, completed and in good order.
  • Communicate service expectations, conversion procedures and timing standards to all clients (sponsor, TPA, advisor) and internal departments.
  • Identify and resolve issues encountered during plan installation process
  • Track, monitor and approve all “live plans” using Implementation checklists.
  • Ensure successful and complete client transition from Conversions to ongoing administration and Client Service teams.
  • Review daily cash report, account for all cash
  • Coordinate ongoing education/learning opportunities for conversion team


  • Strong customer service orientation in order to provide quality support to clients and team.
  • Strong organizational and time management skills to prioritize workflow and ensure plans and projects are completed by deadlines.
  • Reasoning and problem solving skills to research and resolve complex problems.
  • Excellent attention to detail and high degree of accuracy.
  • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
  • Provide a high level of customer service.  
  • Ability to work under pressure and handle multiple priorities and deadlines.
  • Contribute to the direction and daily operation of the team
  • 2 to 4 years defined contribution experience
  • QKA or similar designation preferred.
  • While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

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This ad has been viewed 867 times. It expires on 5/7/2017.

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