
Associate Financial Analyst, Client Onboarding Job Openings in Hyderabad 2026!!!
Ascensus announced job vacancy for the post of Associate Financial Analyst, Client Onboarding.The place of posting will be at Hyderabad.Candidates who have completed Graduate / Engineering / Post Graduate with Fresher / Experience are eligible to apply. More details about qualifications, job description and roles & responsibilities are as follows
Company Overview
| Name of the Company | Ascensus |
| Required Qualifications | Graduate / Post Graduate |
| Skills | Good verbal & written communication skills |
| Category | F&A |
| Work Type | Onsite |
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. Setting up the Plans into Various Admin system as per Process Requirement. Completing the Axis setup once plan sync is completed at Axis.
Job Details
Θ Positions: Associate Financial Analyst, Client Onboarding
Θ Job Location: Hyderabad
Θ Salary: As per company standards
Θ Job Type: Full Time
Θ Requisition ID: NA
Roles and Responsibilities:
- Setting up the plan shell in different admins system as per Plan document.
- Provides clear communication regarding the roles of everyone involved in the onboarding process.
- Collaborates with team members to continuously improve implementation processes.
- Coordinates with the client and advisor to review all onboarding documents are to facilitate the installation of the plan.
- Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
Required Skills & Qualifications:
- Graduate / Postgraduate in Finance/Accounting background
- 6 to 24 months experience in BFSI preferred
- Proven track record of working effectively in flexible work environment in a result-oriented approach
- Prior Experience in 401(k) Retirements Plans Loans and Distributions will be an added advantage
Skill Requirement:
- Graduate, preferable from commerce background (not mandatory)
- Experience in the US retirement industry for 0 to 2 years (not mandatory)
- Open core Night shifts based on business requirements
- Good verbal & written communication skills
- Good typing skill and attention to detail.
- Good time management skills
- Ability work independently.
- Familiarity MS-Office software applications, including Excel & Word
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