Client Analyst

Bolton Partners Inc•Towson, MD

About The Position

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 Client Analyst likes helping others achieve their goals, is a self-starter with excellent organizational skills and attention to detail.

Requirements

Bachelor’s degree in Finance, Economics or related discipline
0 - 3 years of investment related experience (defined contributions plans preferred)
Adaptability to change while striving to improve processes and efficiencies
Strong attention to detail
Strong work ethic and the ability to work extended hours as needed
Strong knowledge of Microsoft Office Suite; advanced Excel & PowerPoint skills
Strong time management and organizational skills
Highly dependable with strong verbal and written communications skills
Able to work independently and proactively and deadline driven
Genuine desire to work hard

Nice To Haves

Knowledge of IRS and DOL rules governing retirement plans
Understanding of financial markets and financial services companies
Knowledge of different custodians and platforms
Experience with retirement plans
Knowledge of investment consulting principles, and fiduciary and governance processes

Responsibilities

Execute client deliverables to high standards of quality and accuracy
Maintain documentation of sound fiduciary and governance processes
Perform detailed document reviews, evaluating for fiduciary best practices, and identifying potential risks to client
Serve as a technical resource for clients, team members, and business partners on plan governance, compliance, and fiduciary best practices.
Foster positive relationships and ensuring client satisfaction and retention
Follow team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
Attend client meetings along with Consultants; take meeting minutes and notes
Conduct plan reviews, fee benchmarking studies and provider RFPs
Participate in internal research projects and special client assignments as needed
Serve as advocate and liaison for client with custodians, recordkeepers and third party administrators