Third Party Support Analyst

• Support onboarding and underwriting of new cases, including set up of firm/representative compensation and fee structures; ensure timely processing of individual and bulk payments.
• Review and validate all documentation for compliance with John Hancock Retirement Plan Services guidelines and applicable federal/state regulations.
• Assess agreed pricing against plan specifications; determine if additional client documentation is required due to pricing or representative changes.
• Identify compliance issues, recommend resolutions, and escalate to management/internal partners as needed; proactively follow up on incomplete/non‑compliant items.
• Build and maintain strong relationships with internal and external stakeholders by responding to inquiries (phone/email), providing updates on case submissions, and supporting firm‑level activities (mergers, acquisitions, transfers).

Requirements

• 2–3 years of calls experi...