Bolton · 3 weeks ago
Senior Client Analyst
Towson, MD
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $95K/yr
5+ years expBolton is an independent, full-service consulting firm with over four decades of experience in various consulting services. The Senior Client Analyst supports client consultants within the Investment Practice by providing advanced operational, analytical, and project support for retirement plan clients, working closely with plan sponsors and service providers.
ConsultingEmployee BenefitsFinancial ServicesInformation Technology
Responsibilities
Serve as a primary operational and analytical resource to client consultants for assigned investment clients
Interact directly with plan sponsors to gather information, respond to requests, and support day-to-day client needs
Participate in client meetings and projects as appropriate, particularly related to operational topics, reporting, and service provider coordination
Support the ongoing operational aspects of clients’ retirement plans, including coordination with recordkeepers and other service providers
Leverage Defined Contribution recordkeeping exposure to support plan administration, issue resolution, and data management, while applying best practices across varied plan types
Assist with onboarding new service providers, including recordkeepers, and support implementation and transition activities
Prepare and maintain performance monitoring and other client reports, ensuring accuracy, timeliness, and consistency
Support consultants with report review, analysis, and interpretation of results
Assist with ad hoc analyses related to investments, plan operations, and service providers
Assist with the development, review, and maintenance of Investment Policy Statements (IPS) and related governance documentation
Support plan sponsor governance processes, including documentation tracking and periodic reviews
Support service provider searches, including recordkeeping evaluations, by assisting with data collection, analysis, documentation, and project coordination
Help manage timelines, materials, and communications related to provider selection and onboarding
Provide operational support during service provider transitions to promote a smooth and efficient implementation
Qualification
Required
Bachelor's degree in finance, economics, business, or a related field (or equivalent experience)
Minimum of 5 years of experience in retirement plan operations, investment consulting, or a related field, with exposure to Defined Contribution plans
Experience interacting directly with plan sponsors and supporting client-facing consultants
Exposure to service provider searches, RFP processes, or vendor evaluations
Strong understanding of retirement plan operations and service provider relationships
Excellent organizational skills with strong attention to detail
Ability to manage multiple priorities in a client-service environment
Strong written and verbal communication skills
Preferred
Prior experience working for or closely with a retirement plan recordkeeper
Experience supporting investment consultants or advisory teams
Familiarity with performance reporting tools and recordkeeping platforms
Experience supporting service provider transitions or implementations
Benefits
Family health, vision, and dental benefits
Employer-paid disability and life insurance benefits
A 401(k) plan with match after 6 months of employment
Vacation and sick leave
Paid holidays
Hybrid telework arrangements
Monthly fitness stipends
Company
Bolton
Bolton, a full-service employee benefits, actuarial, and investment consulting firm
51-200 employees
H1B Sponsorship
Bolton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Growth StageLeadership Team
James E. Downing
Chief Executive Officer
Recent News
Prolific North
2024-04-06
Australian Financial Review
2024-03-24
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