Retirement Plan Analyst - Client Services & Governance
Bolton
Bolton in Towson, Maryland, is seeking a Client Analyst to join their dynamic team focusing on retirement plans. You will oversee plan document preparations, quality reviews, and coordinate with various stakeholders to ensure quality standards and client satisfaction. The ideal candidate is organized, detail-oriented, and possesses a Bachelor’s degree in finance or economics, along with investment-related experience. The company offers a generous benefits package and opportunities for professional growth, making it an excellent opportunity for motivated individuals. #J-18808-Ljbffr Bolton
$80k - $90k
...Strongpoint Partners is tech‑enabled retirement services platform serving small‑to‑... ...of regulatory risk for its clients, delivered by local client... ...GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"),... ...contribution calculations, government reporting, and responding...RetirementContract workLocal areaRemote workFlexible hours- ...veteran team of data management, governance, and monetization specialists... ...industries like financial services, healthcare, manufacturing &... ...time zones without compromising client delivery. With a flat... ...Senior Consultant / Business Analyst , you'll join a tight-knit,...SuggestedFull timeRemote workNight shift
$69.5k - $118k
## Financial Planning & Analysis (FP&A) AnalystApplylocations... ..., institutions, and retirement plan sponsors. We take... ...partnership so our clients can feel more confident... ...Role Summary*** The FP&A Analyst is a member of the Corporate & Shared Services FP&A team, supporting the...RetirementWork experience placementLocal areaRemote workWork from home1 day per week$133k - $227k
Role Summary The Service Delivery Lead role supports... ...roadmap focused on digital plan sponsor and... ...partners with RPS Product, Client Experience, Data, and... ...manage program delivery, governance, and communication... ...eligibility. Generous retirement plan. Hybrid work schedule...RetirementWork experience placementRemote work1 day per week$110k - $135k
...assurance, tax, advisory, and private client services.At Sorren, we believe that success is... ...deficiencies, and prepare management and governance letters for clientsPrepare proposals... ...plus life and disability insurance401(k) retirement savings planPaid holidays, including a...RetirementFull time$77k - $131k
...advisors, institutions, and retirement plan sponsors. We take an active,... ...meaningful partnership so our clients can feel more confident.We... ...collaborative Technical Business Analyst to join our team. This role... ....* Familiarity with data governance, controls, and validation...RetirementLocal areaRemote work3 days per week$120k - $165k
Morgan-Stanley is seeking a Business Service Officer (BSO) in Cockeysville, Maryland, responsible for enhancing client service and managing Support Professionals. The... ...comprehensive benefits, including health insurance and retirement plans. #J-18808-Ljbffr Morgan-StanleyRetirement- Bolton-Partners-Inc in Towson, Maryland, is seeking a Client Analyst to consult on and quality review retirement plan documents. The successful candidate will work on... ..., ensuring high-quality standards and client service. The role demands a Bachelor’s degree in Finance...RetirementRemote work
$50k - $60k
...maintain and nurture new and existing client relationships. We believe that great companies... ...lines clients, ensuring exceptional service delivery, accurate policy... ...Benefits Health, Dental, Vision insurance Retirement plan Paid time off If you are a proactive Personal...RetirementFull timeWork at office$98.6k - $149.4k
...cases, and advise on corporate governance matters, contract issues,... ...Veteran? Textron's products and services are trusted every day by... ...health insurance and prescription plan coverage, dental insurance,... ...accounts, health savings accounts, retirement savings plans, life and...RetirementPermanent employmentContract workInternshipWork at officeLocal areaWorldwideFlexible hours- ...responsible for managing a portfolio of client accounts, ensuring exceptional service delivery, and driving growth... ...and support to clients on benefit plan design, enrollment processes, and... ...programs, including health insurance, retirement plans, and voluntary benefits....RetirementFull timeLocal area
$38 - $57 per hour
...Broadmead, Maryland's oldest continuing care retirement community, at their new Center of... ...the-art facility offers holistic wellness services to over 500 residents, 300 employees, and... ...sign-on/stay-on bonus Benefits include: Plan for teams working 30+ hours/week Paid...RetirementFull timePart timeRelocation package$70k - $85k
...The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley’s financial planning tools. A key component of the role will be to aggregate and log feedback from Financial Advisors...Full timeTemporary workWork at officeLocal areaHome office- ...provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...across North America, we combine the personalized service model of a local consultant with the global resources of...RetirementPermanent employmentLocal area
- ...account management. If you have customer service or administrative experience and are... ...requests for certificates of insurance from clients in a timely manner Learn to process... ...Health, Dental, Vision insurance Retirement plan Paid time off If you are a proactive...RetirementTraineeship
$52.28k - $65.42k
...quality of all goods/services meet the need of the County... ...ATTN: Management Analyst I - Procurement Logistics... ...Baltimore County Government 308 Allegheny Ave.... ...calendar days of hire. Plans offered include: Medical... ...up to $100,000. Retirement Employees are required...RetirementFull timeContract workFor contractorsWork experience placementFor subcontractorCasual workWork at officeFlexible hours$25 - $44 per hour
...management and investment products and services for individuals, companies, and... ...goals-based wealth management, including planning for retirement, education, legacy, and other life goals... ...Financial Advisors and Wealth Management Client Associates help clients pursue the...RetirementHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...solutions, is seeking a Commercial Lines Client Relationship Manager (CRM) to join our... ...base, ensuring the highest level of service, and contributing to the overall growth... ...Benefits Health, Dental, Vision insurance Retirement plan Paid time off If you are a proactive...RetirementWork at office
- ...innovative insurance solutions, is seeking a Client Relationship Associate (Commercial... ...in fostering exceptional client service by accurately managing insurance documentation... ...Health, Dental, Vision insurance Retirement plan Paid time off If you are a proactive...RetirementWork at office
- ...of a group of County-wide programs and services for seniors. Examples of Essential Duties... ...department and the guidelines for APD-12-04-Client and Community Services - Title IIID... ...and evaluation of staff. Assists in the planning, implementation, and evaluation of county...Work experience placementLocal area
- -Develop and maintain financial models for forecasting, budgeting, and long-term planning -Log financial data and numbers into Excel -Support strategic planning and business initiatives with financial insights -Partner with department leaders to track spending and improve...
- ...consulting to institutional retirement plans. We advise on both... ...experts with a passion for client service. Our success is fueled by an... ...Job Summary As the Client Analyst, you will be joining an experienced... ...maintain all fiduciary and governance documentation. All work passes...RetirementWork at officeRemote work
- ...site when needed. STScI is seeking a Senior Financial Planning and Analysis Analyst to support the planning, budget development, forecasting,... ...cost estimates and pricing that will be supplied to the government in response to proposal requests. Provide support in...Full timeContract workLocal areaImmediate startWork from homeFlexible hours
$53k - $68k
...involves processing renewal policies and providing customer service while adhering to company standards. Candidates should have... ...3,000.00 - USD $68,000.00 per year along with a wide array of benefits including health care plans and retirement savings. #J-18808-Ljbffr...Retirement- ...offers a wide range of treatment services covering medical orthopedics... ...environmental social and governance (ESG) considerations into our... ...include: Medical Dental and Vision plans through CareFirst with PPO... ...WorkingAdvantage. 401(k) retirement plan with employer match. Paid...RetirementWork at officeLocal area
- .... Perform all aspects of tree pruning and removal services safely and skillfully for clients. Prune, thin, and remove deadwood throughout the tree... ...equipment and safety gear provided. 401(k) retirement savings plan with a company match. Employee-owned company & discounted...RetirementPermanent employmentFull timeWork experience placementWork at office
- ...Manager We are seeking an experienced and client-focused Account Manager to support our... ...insurance products, strong customer service skills, and the ability to manage... ...Benefits (medical, dental, vision) ~401(k) Retirement Plan ~ Employer-paid Group Life Insurance...RetirementFull timeRemote work
- ...Wealth Management Client Associate Towson, Maryland To... ...and investment products and services for individuals, companies,... ...wealth management, including planning for retirement, education, legacy, and... ...plan documents will always govern. Bank of America retains the...RetirementSeasonal workWork at officeWork from homeShift workDay shift
$120.4k - $198.7k
...through local expertise and outstanding client service. We handle litigation arising from... ...coverage from the first day of employment. Retirement : Travelers matches your 401(k)... ...account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid...RetirementWork at officeLocal areaFlexible hours- ...HB provides wealth advisory services, investment management, and family... ...peace of mind to the clients we are privileged to serve.... ..., you will provide financial planning, perform client analyses, and... ...topics such as investments, retirement, cash flow, taxes, debt, charitable...RetirementWork at officeRemote work
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