Current jobs related to Assistant Client Manager- Retirement Plan Services - Scottsdale - Alera Group
-
Wealth Management Associate
2 weeks ago
Scottsdale, Arizona, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group as a Wealth Management Associate. As a key member of our team, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.Key...
-
Client Service Manager
2 weeks ago
Scottsdale, Arizona, United States MMC Inc Full timeJob SummaryMMC Inc is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for proactively managing client service, renewal activities, and administration of products for the clients assigned to you.Key ResponsibilitiesManage day-to-day client relationships and ensure timely resolution of service...
-
Scottsdale, Arizona, United States HUB International Full timeAbout UsHUB International is a global leader in helping individuals and companies navigate risk and manage the complexities of insurance.Job SummaryThe Retirement & Investment Operations Specialist is a key member of the Retirement Planning team, responsible for both operational duties and supporting consulting team members with client initiatives and...
-
Assistant Client Manager
2 days ago
Scottsdale, Arizona, United States Alera Group, Inc. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Assistant Client Manager to join our team at Alera Group, Inc. As a key member of our Commercial Lines team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesProvide day-to-day service to clients,...
-
Assistant Client Manager
15 hours ago
Scottsdale, Arizona, United States Alera Group Full timeP&C Assistant Client ManagerWe are seeking a highly skilled P&C Assistant Client Manager to join our team at Alera Group. As a key member of our Commercial Lines team, you will play a critical role in delivering exceptional client service and driving business growth.Key Responsibilities:Provide top-notch service to clients, carriers, and agency partners,...
-
Scottsdale, Arizona, United States HUB International Full time{"title": "Retirement and Investment Operations Specialist", "description": "About UsHUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.SummaryAs a key member of the Retirement Planning team, you will play a vital role in supporting both operational duties and...
-
Client Service Manager
2 weeks ago
Scottsdale, Arizona, United States Marsh & McLennan Companies Full timeJob SummaryAs a Client Manager at Marsh & McLennan Companies, you will be responsible for proactively managing client service, renewal activities, and administration of products for the clients assigned to you.Key ResponsibilitiesManage client relationships to ensure high levels of satisfaction and retention.Develop and implement strategies to drive client...
-
Client Services
2 weeks ago
scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Services
2 weeks ago
Scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Services
2 weeks ago
Scottsdale, United States Annexus Group Full timeAnnexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative...
-
Client Service Manager for Personal Lines
3 weeks ago
Scottsdale, Arizona, United States GGB - Global Full timeIntroductionEmbrace your enthusiasm for problem-solving and take on the challenge of managing risk with GGB - Global's esteemed brokerage team. Become part of a diverse group of professionals dedicated to achieving excellence. In this role, you will be instrumental in providing protection, supporting businesses, and facilitating their aspirations. Together,...
-
Housekeeping Assistant
1 week ago
Scottsdale, Arizona, United States Spectrum Retirement Full time**Job Summary**Spectrum Retirement Communities is seeking a dedicated and detail-oriented Housekeeper to join our team. As a Housekeeper, you will play a vital role in maintaining the cleanliness and comfort of our residents' homes and public areas.**Key Responsibilities:**Provide housekeeping services for residents, including cleaning, laundry, and...
-
Client Service Associate
1 week ago
Scottsdale, Arizona, United States Ameriprise Financial Full timeAbout the RoleThis position is an exciting opportunity to advance your career in financial planning with a leading industry firm. As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...
-
Assistant Client Manager
4 weeks ago
Scottsdale, United States Alera Group, Inc. Full timeAs a P&C Assistant Client Manager your primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and growth of the...
-
Assistant Client Manager
3 weeks ago
Scottsdale, Arizona, United States Alera Group, Inc. Full timeJob SummaryWe are seeking a highly skilled and experienced Assistant Client Manager to join our Commercial Lines team at Alera Group, Inc. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key ResponsibilitiesClient Service and Relationship Management:...
-
Personal Lines Client Service Manager
2 weeks ago
Scottsdale, Arizona, United States GGB - Global Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our team at GGB - Global as a Personal Lines Client Service Manager. As a key member of our team, you will be responsible for delivering exceptional customer service and building strong relationships with clients.Key ResponsibilitiesAnswer client inquiries related to insurance...
-
Wealth Management Planning Analyst
3 weeks ago
Scottsdale, Arizona, United States U.S. Bank Full timeAt U.S. Bank, we are committed to excellence in serving our clients and communities. Our mission is to empower individuals and businesses to make informed financial choices, fostering growth and success in the communities we support. We recognize that each person brings unique potential to our collective goals. A career with U.S. Bank offers a broad spectrum...
-
Assistant Client Manager
1 month ago
Scottsdale, United States Alera Group, Inc. Full timeOverview: As a P&C Assistant Client Manageryour primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and...
-
Assistant Client Manager
3 weeks ago
Scottsdale, United States Alera Group, Inc. Full timeOverview: As a P&C Assistant Client Manageryour primary responsibility is to serve as the day-to-day service assistant on a book of business under the direction of the assigned Commercial Lines Account Manager and other team members as to maintain a prominent level of client and internal team satisfaction. Which will result in high retention rates and...
-
Medical Staff Manager
1 week ago
Scottsdale, Arizona, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled Medical Staff Manager to join our team at HealthEcareers - Client. As a key member of our healthcare operations team, you will be responsible for overseeing the daily operations of our medical staff services department.Key ResponsibilitiesLeadership and OversightSupervise and manage subordinate medical staff...
Assistant Client Manager- Retirement Plan Services
4 months ago
OVERVIEW
BCG 401(k) Advisors, an Alera Group Company is looking to add an Assistant Client Manager to their Wealth Management team
Benefit Commerce Group is committed to creating benefit plans and strategies that make life easier and better for HR teams and that provide the best cost-effective value for employers, employees, and families. We do this through collaboration-with our clients, our experienced team, and with other Alera Group firms across the nation.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you're looking for, this is your chance to be part of an amazing organization
As an Assistant Client Manager you will communicate with clients, recordkeepers, and other vendors regarding retirement plan setup, plan questions, and general client support. Works closely with the Client Service Manager and Retirement Plan Advisor on existing and new business, acting as a liaison between recordkeepers and other vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment/educational meetings.
RESPONSIBILITIES
* This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.
* Ability to report in-office full-time (minimum 4 days per week) at the Scottsdale office location.
* Support the ongoing servicing initiatives of our Retirement Plan Consulting clients.
* Assist with research, analysis and development of our investment, plan design and provider recommendations.
* Serve as an ongoing contact to our client.
* Provide marketing support as needed.
* Participate in the process of acquiring and retaining new retirement plan clients.
* Create plan reviews, benchmarking and other presentations to client executives and plan committees.
* Lead our client on boarding process/maintenance.
* Experience with software tools to help support business (i.e. Fiduciary Rx, RPAG, Salesforce, other CRM software).
* Help manage calendars/meeting scheduling for the business, team, vendors and our clients.
* Provide compliance support with RIA/Broker Dealer.
* Occasional event planning support.
* Support the following roles: President, Client Service Manager, Retirement Plan Advisor.
* Travel locally to client meetings and events as required.
* Perform other duties as assigned by Management.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* 1-3 years of experience in the financial, investment or retirement plan industry preferred.
* Drive to learn and grow within a team-oriented, client-centric environment.
* Proficient verbal and written communication skills, as well as strong organizational and customer service skills.
* Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.
* Excellent time management skills and ability to prioritize.
* Strong computer/IT skills and ability to incorporate technology into the delivery of services.
* A flexible, independent thinker and problem solver who is goal-oriented.
Education
* Bachelor's Degree or the equivalent combination of education and experience.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Hands and arms: Picking, pinching, handling, feeling, reaching, and typing. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
* Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.
* Hearing: Ability to receive detailed information through verbal communication with or without correction.
* Vision: Ability to see and read computer screen and written documents and adjust focus with or without correction.
* Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.
* Legs: Stand, walk, sit, stoop, kneel, and crouch.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.
BENEFITS
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.
Salary: $24/hr to $28.84/hr
