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Lead Associate Onboarding Specialist at AXA

Posted in Management 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Syracuse, New York

Job Description:

  • Manage the process of the conversion of existing 401(k) plans, ensuring a seamless end to end customer experience. Coordinate all elements of the plan installation process, including large/top tier clients, takeover plans, and politically sensitive sales. Serves as primary point of contact for all incoming agent/third party calls and emails. Act as liaison between the various New Business functions to support an enhanced customer service experience.

  • Perform, document, and report Quality Review results for the In Good Order Review process, ensuring the accurate review of incoming applications and communication with Advisors/External Wholesalers.

  • Coordinate, analyze, and distribute various work flow reports, to the appropriate parties, designed to identify active plans within the new business process and well as to identify trends. Ex. cycle times (actual vs. standard)

  • Resolves On Boarding issues through close interaction with the various New Business Areas as well as internal and external customers.

    5+ years of experience in the Financial Services industry

    1+ years of experience with Microsoft Office (Word, Access, Excel)


    • College graduate (Bachelor's degree) preferred

    • Background in 401K plans desired

    • Strong analytical and organizational skills with attention to detail.

    • Good communicator with effective professional presence and interpersonal skills.

    • Ability to perform under pressure and under tight deadlines.

    • Able to work independently and manage multiple assignments effectively.

    • Maintain a positive, problem-solving approach and spirit of cooperation in a team environment.

    • Strong decision making and problem solving skills

    We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

    As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

    We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
    NOTE: AXA participates in the E-Verify program.

    In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

    AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

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