Data Conversion Consultant
Job Location:
Covington, OH - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Job Description:
The Role
Are you interested in working in a fast paced evolving organization The Data Conversion Consultant (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
The documentation and coordination of conversion data from prior recordkeepers. Our DCCs work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.
The Expertise and Skills You Bring
Bachelors degree preferred.
This position requires a minimum of 3-5 years experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market client service implementation processes and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
This position requires some travel.
A solid understanding of Fidelity proprietary systems such as FPRS FocusPoint TSO PPMC and PSW
The ability to understand and work with payroll software programs
Strong presentation consulting and negotiating skills
Strong analytical problem-solving problem identification skills
Strong organizational/time management skills auditing skills
The Team
As part of the Implementation Team the DCC will participate in the deep dive discovery process with the Client Prior Recordkeeper and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100% onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
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Client ServiceRequired Experience:
Contract
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
