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Conversion Analyst: Retirement Data & Asset Transfers

Remote • Posted 5 days ago
Onsite Full Time Marketing & Media

Human Interest is hiring a Conversion Analyst to manage the complex transfer of retirement plan assets across recordkeepers. You will work with partner teams to ensure accurate data transfer, process participant loans during conversions, and review assets from multiple recordkeepers with a customer-centric focus.

You will analyze data, monitor communications, and develop process improvements to drive operational efficiency while maintaining high accuracy and service levels for our clients across

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