Client Conversion Specialist

Mutual of America Financial Group

Job Title: Client Conversion Specialist

Location: Boca Raton, FL (Hybrid)

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Conversion Plan Services Team supports the Plan Takeover/Installation Process from client commitment to first payroll. We work with internal and external resources to add efficiencies and organization to the process, including the management of takeover data, notices, vendor management, expenses, and technology.

Responsibilities:

• Oversight over the technical aspects of the Takeover Unit
• Be the technical lead on excel for the department, decrypting deconversion documents from prior carriers & generating fund translation tables for enhanced mapping takeovers.
• Support the Regional Offices in the administrative tasks related to takeovers to create a more efficient, accurate and streamlined process and continue to improve the client experience.
• Coordinate team members to ensure Key Takeover Milestones and ensure all regulatory deadlines are met
• Coordinate the interaction with the new technology systems, including FIS/Omni, Salesforce, and vWise.
• Special Projects as assigned.

Required Qualifications:

• Intermediate to Advanced Microsoft Excel Experience
• Team Management Experience
• Base understanding of mutual funds and retirement plans
• Excellent logic, verbal, and written skills.
• Self-Starter with ability to multi-task, detail orientated, organized and client focused.

Preferred Qualifications:

• Bachelor’s degree preferably in a Finance, Accounting, or Business related field.
• Experience in Client Services and Takeover related function preferred.
• Previous Corporate or Service Industry Experience

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays
• Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1