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Banking & Finance

Client Conversion & Retirement Plans Analyst

Job in Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for: Sacred Heart University
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Banking & Finance
Job Description & How to Apply Below
A financial services company is looking for an Associate Client Conversion Analyst in Connecticut. The role involves managing client communications during plan terminations and ensuring smooth operations across departments. Candidates should have a college degree or equivalent experience in the retirement industry, along with excellent communication skills. This position offers a comprehensive benefits package including annual bonuses, parental leave, and a generous 401(k) match.
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