401(k) CLIENT SERVICE INVESTMENT ANALYST

Middlesex, NJ 07059

Posted: 10/01/2018 Industry: Employee Benefits & Retirement Services Job Number: 8.10.1 KEF Pay Rate: $50,000 - $65,000

401(k) CLIENT SERVICE INVESTMENT ANALYST

  • Work closely with senior consulting staff on plans that include 401(k), 403(b), Defined Benefit, Endowment, Foundation & other institutional portfolios.
  • Collaborate with cross functional teams including Relationship Management, Research, Retirement Plans Consulting Group, Sales & Marketing.
  • Prepare investment review reports.
  • Update proprietary software database to ensure clients' information is accurate.
  • Analyze portfolio data and plan fees.
  • Assist in various ad-hoc projects.

Analyst

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401(k) CLIENT SERVICE INVESTMENT ANALYST

  • 2+ years working ERISA knowledge (401(k), 403(b), Defined Benefit, Endowment, Foundation & other institutional portfolios).
  • Strong attention to detail (IMPORTANT!).
  • Ability to catch and correct errors and meet deadlines.
  • Strong MS Excel skills. 
  • Smart, focused, personable and goal-oriented to fit seamlessly with company's dynamic & professional team.
  • Passionate, collaborative, respectful and highly ethical.

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Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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