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Hybrid Client Analyst: Retirement Plan Specialist
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-06-18
Listing for:
Bolton Partners, Inc.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
Bolton Partners, Inc. is seeking a Client Analyst to join their team in Towson, Maryland. The role involves preparing and reviewing retirement plan documents, coordinating with various financial professionals, and maintaining high quality standards in client service.
The ideal candidate will have a Bachelor’s degree and 0 - 3 years of related experience, with a strong focus on attention to detail, organizational skills, and the ability to work well under tight deadlines. The firm offers a collaborative environment with a generous benefits package.
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