Associate Financial Analyst, Client Onboarding - India

Hyderabadonsitejunior

Posted today · via Workday

About this role

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Role Description : Supporting client onboarding processes to ensure key deliverables are met. Participate in client and financial professional meetings pertaining plans. Assist with conversion and translation of financial and demographic data to ensure accurate and timely Relius Admin or ASC system set-up, workflow, reconciling of plan assets and ensuring information is sent to finance in a timely manner. Check and validate the documents which is required to setup Plan into Admins system.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: shell

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Hyderabad. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

shell

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