Client Analyst

Job Summary

Bolton Investment is a Registered Investment Advisory firm focusing on investment consulting for institutional retirement plans. We provide advice on both participant and trustee-directed plans in various sectors.

Job 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 ensure 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

Job Qualifications

• 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
• Hightly dependable with strong verbal and written communications skills
• Able to work independently and proactively and deadline driven
• Genuine desire to work hard

Priorities

• 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

Benefits

• Family health, vision, and dental benefits
• Employer-paid disability and life insurance benefits
• 401(k) plan with match after 6 months of employment
• Vacation and sick leave
• Paid holidays
• Hybrid telework arrangements
• Monthly fitness stipends