Synergistic Systems, Inc. · 4 weeks ago
Business Data Analyst
Charlotte, NC
Full-time
Hybrid
Mid Level
$45/hr - $50/hr
3+ years expSynergistic Systems, Inc. is a Fortune 1000 financial services company seeking multiple Business Data Analysts for 2-year contract roles. The role involves coordinating with stakeholders and vendors to support platform updates and service installations for retirement plan clients, ensuring data accuracy and successful onboarding processes.
Management Consulting
Responsibilities
Coordinate platform updates and service installations for retirement plan clients
Manage, execute, and validate configurations supporting retirement plan service changes
Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments
Ensure adherence to transition best practices throughout the implementation lifecycle
Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships
Ensure procedural steps and documentation standards are consistently followed
Perform quality checks at each stage of implementation to ensure accuracy and compliance
Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes
Provide timely implementation status updates to business partners and management
Qualification
Required
Minimum of 3 years of financial services experience
Intermediate Microsoft Excel skills
Strong verbal and written communication abilities
Ability to learn quickly and adapt to changing priorities
Preferred
Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
Experience with client transitions, onboarding, or plan implementations
Experience with OMNI recordkeeping platform
Bachelor's degree is a plus
Series 6 or Series 7 license is a plus (not required)
Benefits
Flexible work from home options available.
Company
Synergistic Systems, Inc.
We help companies implement ISO 9001, ISO 14001, ISO 17025, ISO 22000 and ISO 45001 Standards to help them meet their objectives and the needs of their Customers.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase