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Retirement Plan Termination & Client Conversion Analyst

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Mutual of America Financial Group
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Banking & Finance, Accounting & Finance
  • Business
    Banking & Finance
Job Description & How to Apply Below
A financial services company in Boca Raton, FL is looking for an Associate Client Conversion Analyst. This position involves providing personal service to clients during the termination process of retirement plans and ensuring proper communication with various stakeholders. The ideal candidate will have a college degree and excellent communication skills, with responsibilities including processing terminations, maintaining records, and assisting with audits.

Competitive compensation is offered along with comprehensive benefits.
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