Client Service Associate - Retirement Plan Services

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Job description

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!

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

PandoLogic. Category:Finance,

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