Overview:
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!
Responsibilities:
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 teams 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.
Qualifications:
- Experience: 2 plus years experience within Client Service, Financial Services, or the Retirement Plan industry, preferred.
- Educational Background : Bachelors 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!
Equal Opportunity Employment:
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. #LI-AM1 #LI-Onsite