You haven't searched anything yet.
Bolton Investment is a Registered Investment Advisory firm whose sole focus is on providing investment consulting to institutional retirement plans. We advise on both participant and trustee directed plans in the public, private and multiemployer sectors. We are technical experts with a passion for client service. Our success is fueled by an atmosphere of collaboration, contagious energy, and passion for what we do.
We operate in a very collaborative and inclusive environment. Individuals that are solutions oriented with strong aptitude and positive attitude will have an opportunity to grow their professional careers through working with some of the most talented consultants in the industry.
Job Summary :
As the Client Analyst, you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and existing plans. Focusing on more complex implementation (new business) and maintenance (existing business) assignments, you will coordinate with recordkeepers, financial professionals, and plan sponsors to complete plan-level reviews, provider searches, and benchmarking studies, as well as maintain all fiduciary and governance documentation. All work passes through a quality-review process to ensure our clients’ needs are met while maintaining the highest level of quality standards and client service.
The Client Analyst will partner with other plan professionals to collect data, as well as research, troubleshoot, and resolve any issues that may arise. Additionally, they will work with our internal staff to confirm the accuracy of underlying data to ensure reports are accurate, and fully support our consultants and client’s needs. The Client Analyst must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. The successful The Client Analyst likes helping others achieve their goals, is a self-starter with excellent organizational skills and attention to detail.
Job Responsibilities:
Job Qualifications :
Preferences :
Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Full Time
$58k-78k (estimate)
05/04/2024
05/19/2024
boltonusa.com
BALTIMORE, MD
50 - 100
1981
ROBERT G BOLTON
$10M - $50M
Business Services
The following is the career advancement route for Client Analyst positions, which can be used as a reference in future career path planning. As a Client Analyst, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Analyst. You can explore the career advancement for a Client Analyst below and select your interested title to get hiring information.