Analyst Participant Data

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for analyzing participant data for completeness to ensure adherence to plan provisions and service agreements for the Large, Mega, Not-for-Profit, and Government segments. Responsible for resolving participant data issues with either the plan sponsor or the prior record-keepers. Coordinates the participant data setup. Communicates with Payroll Ops Consultants, systems and other functional teams across the organization. Clients can be new ...