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Top Tech Jobs & Startup Jobs in Boston, MA
Fintech • Payments • Financial Services
The Account Manager maintains client relationships, manages PEP and 402(a) clients, and ensures a high retention rate while demonstrating superior client service.
Top Skills:
410(B)415AcpAdpNon-Discrimination Testing
Fintech • Payments • Financial Services
Manage 401(k) accounts, maintain client relationships, and ensure compliance with various plan regulations while supporting a team.
Top Skills:
401(K) Plan AdministrationAcpAdpNon-Discrimination TestingWorkflow Management Systems
Fintech • Payments • Financial Services
Manage client relationships and a caseload of MEP adopters, focusing on client service, compliance, and teamwork within a remote setting.
Top Skills:
401(K) Plan AdministrationAcpAdpNon-Discrimination Testing
Fintech • Payments • Financial Services
Lead the Annual Distributions Team by ensuring regulatory compliance, managing staff, mentoring junior employees, and enhancing operational efficiency.
Top Skills:
ExcelMs Word
Fintech • Payments • Financial Services
This role involves onboarding new clients for retirement plans, handling documentation, and ensuring excellent communication between clients and various stakeholders.
Top Skills:
Compliance Software
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