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Client Transition Specialist

Pentegra Retirement Services

in Greenville, SC




Job Summary:  Performs all tasks related to the onboarding of new 3(16) plans, including internal conversions and de-conversions; relationship manager for high-volume advisors; shares onboarding responsibilities for non-3(16) plans with other CT specialist(s)


Onboarding New & Takeover Plans

  • Confirm / request most plan data and confirm fees
  • PensionPro system setup – including requesting missing plan and client data.  Enter plan information, contacts, employee roles, investment information
  • Plan documents – schedule document call, apply for trust EIN, load executed documents to PensionPro, follow-up as necessary on signature pages. 
  • Census – request current census from client
  • RMDs – determine applicability
  • Platform/Recordkeeper Setup – includes recurring status calls, provide data needed and confirm fees for fee disclosure.  Coordinate preparation and mailing of enrollment kits, compile complete forms and forward to vendor.  Confirm vendor has provided contribution processing training. 
  • Segregated or Pooled Investment Account setup for any plans using this type of investment.
  • Plan Asset Conversion from prior recordkeeper/custodian – prepare black out notice as needed, perform interim valuation, request participant loan information, monitor progress and keep interested parties updated. 
  • Salesforce Update – fees, actual assets converted, actual participant count
  • Billing System Setup – plan setup; plan fees setup
  • Plan Operation/Educations Calls for 3(16) Plans
  • 3(16) Mailings – initial enrollment and notice mailing to participants; additional necessary mailings while plan remains in client transition.

Internal Conversions & Plan Changes to 3(16)

  • Perform all aspects of internal conversions and changes that relate to 3(16) services


  • All tasks related to platform plans that move to another provider, including update of all systems and working with client, advisor and new provider.


  • College Graduate preferred,  Math, Accounting or Business major
  • 2 - 4 year’s relevant experience
  • Must be able to work over-time, as needed
  • Must have the ability to work from home when the need arises – i.e., have a personal computer and internet access.
  • Excellent communication skills – both oral and written – always maintain a professional tone with colleagues, clients and vendors
  • Strong interpersonal skills
  • Ability to work effectively as part of a team
  • Problem-solving ability a must
  • Must be able to multi-task in a fast-paced environment and meet all required deadlines
  • Working Knowledge of Microsoft Office Suite (Excel, Word, PP, Outlook)
  • Knowledge of Schwab SRT and/or SunGard Relius systems a plus
  • Ability to use technology efficiently

How to Apply

Please submit resume along with salary requirements to

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This ad has been viewed 982 times. It expires on 5/23/2017.

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