Client Service Associate - Retirement Plan Services - Alera Group

Are you passionate about helping others secure their financial future? Join our dynamic Retirement Plan Consulting team as a Client Service Associate and make a meaningful impact on the financial well-being of our clients and their employees!

Duties and Responsibilities:

• Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our Retirement Plan Consulting clients.
• Seamless Onboarding: Facilitate the smooth onboarding of new clients, ensuring they feel welcomed and supported from day one.
• Project Management: Help manage and track our team’s open projects and client follow-ups, ensuring everything is completed on time and to the highest standard.
• Research and Analysis: Conduct research and develop analyses to support our client recommendations and deliverables.
• Client Deliverables: Prepare engaging and informative deliverables for client and prospect meetings, showcasing our value and expertise.
• Day-to-Day Contact: Serve as a friendly and reliable point of contact for client support, addressing their needs promptly and professionally, as well as collaborating with our vendor partners.
• Communication and Marketing: Support our ongoing client communications and contribute to our marketing efforts to attract prospective clients.

Why Join Us?

• Impactful Work: Contribute to the financial security of employees across various organizations.
• Professional Growth: Opportunities for continuous learning and career advancement within our supportive team.
• Collaborative Culture: Be part of a team that values collaboration, innovation, and client satisfaction.
• Rewarding Environment: Work in a role that combines technical skills with meaningful client interaction.

• Experience: 2 plus years experience within Client Service, Financial Services, or the Retirement Plan industry, preferred.  
• Educational Background: Bachelor’s degree required.
• Attention to Detail: Strong organizational skills with the ability to manage multiple projects simultaneously without compromising quality.
• Growth Mindset: A passion for learning and growing within a collaborative, client-centric environment.
• Technical and Interpersonal Skills: Proficiency with computer applications and excellent people skills to build strong client relationships.
• Mission-Driven: Excited to help evolve our clients’ retirement plans and enhance the financial well-being of their employees!