Provide clients support on 401(k) issues over the phone, such as census submission questions and submitting Form 5500. Receive paid training and support for obtaining industry credentials. Maintain client and advisor relationships, manage workload, and consult with clients regarding plan operation and design. Work with other departments and advisors to ensure a great client experience.
Monzo's Finance function is seeking a diligent analyst to support and maintain systems for core accounting, regulatory reporting, treasury, and financial planning & analysis teams. This role involves vendor selection, configuration, maintenance, and administration of third-party systems. This is a 12 month's fixed term contract. Responsibilities include maintaining third-party systems, supporting the selection of new systems, monitoring performance KPIs, and ensuring data quality.