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Top Tech Jobs & Startup Jobs in Boston, MA
Fintech • Payments • Financial Services
The AMP Account Manager will manage client relationships, prioritize workloads, and consult on plan design and compliance while ensuring exceptional client service.
Top Skills:
401(K)Plan Administration
Fintech • Payments • Financial Services
As an Implementation Specialist, you'll onboard clients, manage relationships, coordinate data collection, and ensure an excellent client experience during the implementation phase of retirement plans.
Top Skills:
Compliance SoftwareIrs Forms
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Fintech • Payments • Financial Services
Manage annual administration of DB/cash balance plans, perform actuarial work and benefit calculations, mentor team members, and ensure quality control.
Top Skills:
ExcelThird-Party Actuarial Software
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Fintech • Payments • Financial Services
Manage client relationships for 401(k) plans, ensuring client retention and satisfaction while collaborating with internal teams. Requires extensive experience in 401(k) plan administration.
Top Skills:
401(K) Plan Administration SoftwareWorkflow Management Systems
Fintech • Payments • Financial Services
Manage client relationships for tax-exempt 401(k) plans, ensuring compliance and service excellence, while collaborating with various teams.
Top Skills:
401(K) Plan AdministrationForm 5500
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Fintech • Payments • Financial Services
Manage client relationships for MEPs, ensuring client retention, and coordinating with various departments for optimal service. Requires extensive 401(k) administration experience.
Top Skills:
401(K) Plan AdministrationMep Service Models
Fintech • Payments • Financial Services
The Client Relationship Manager will maintain client relationships, manage workloads, consult on plan operations, and ensure timely notice distributions, focusing on 401(k) administration.
Top Skills:
Adp/Acp
Fintech • Payments • Financial Services
Lead automation projects to improve client service and operational efficiency: develop, maintain, and deploy scripts (Python/Selenium), manage production schedules, liaise with vendors and IT, and document/report progress.
Top Skills:
Python,Selenium,Java,Apis,Mysql,Github,Virtual Machines,Microsoft Teams
Fintech • Payments • Financial Services
As a Distribution Reviewer, you will review retirement plan loan and distribution requests, ensuring compliance with ERISA regulations and coaching junior staff.
Top Skills:
Corbel DocumentsPension Pro
Fintech • Payments • Financial Services
Manage the Distributions Department, ensuring compliance with IRS regulations, overseeing participant distribution projects, and mentoring junior staff while improving processes.
Top Skills:
ExcelMs Word
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