Senior Client Services Account Analyst – Private Wealth and Retirement
Core
Support Account Managers in the Retirement practice by performing data loading, entry, manipulation, and reconciliation to drive plan administration and compliance reporting.
Role type
Senior IC data analyst (retirement plan administration)
Builds
Accurate plan data files for Form 5500 filing, compliance testing inputs, and government reporting
Domain
Insurance / Retirement Plan Administration
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data loading and entry, Data manipulation, Asset reconciliation, Compliance testing data preparation, Government reporting support, CRM maintenance, Workflow efficiency identification, Large dataset handling, Microsoft Excel proficiency
Preferred skills
Business operations experience, Insurance industry experience, Project management exposure
Technologies
Excel, CRM platforms, ASC, Vendor websites
Responsibilities
Load and review client and recordkeeper data, Reconcile contributions and plan assets, Prepare data for compliance testing (top-heavy, 410(b), 402(g), ADP/ACP), Assist with Form 5500 and 8955-SSA preparation, Maintain CRM system and update records, Identify and implement workflow efficiencies using macros or AI
Seniority
Mid-Senior, hands-on IC