
Retirement Solutions Client Service Associate
3 days ago
Overview:
Brio Benefit Consulting is looking for a Retirement Solutions Client Service Associate to join their Employee Benefits Team.
In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for Brio to facilitate our continued growth.
This position will be a Hybrid role out of our New York office or possibly remote for the right candidate.
Responsibilities:- Administrative support for all retirement plan clients
- Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints.
- Lead the response to complex client and customer inquiries, non-routine problems and ensures client satisfaction with providers, third party-administrators and services.
- Coordinates with Retirement Solutions Group team to ensure needs are met and potential problems are proactively averted.
- Keeps team informed of account status and additional client opportunities.
- Involved in new client installations.
- Assist with scheduling and facilitating the client education meetings and plan transitions as needed.
- Build and maintain client records in the clients fiduciary briefcase.
- Complete and distribute quarterly investment reports to clients.
- Work with recordkeeping partners to facilitate any required investment changes.
- Initiate and fulfilling of RFPs (Requests for Proposals) as needed.
- Complete special client facing projects as assigned.
- High School Diploma (or GED or High School Equivalence Certificate)
- Bachelor's Degree
- Securities and/or Insurance Licensing is desirable
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.
Compensation starting at: $60,000#LI-DV1
#LI-Hybrid
-
Client Service and Retirement Associate
3 days ago
New York, New York, United States Alera Group, Inc. Full timeJob DescriptionKey Responsibilities:Administrative support for all retirement plan clients.Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints.Lead the response to complex client and customer inquiries, non-routine problems and ensures client satisfaction with providers, third...
-
Retirement Solutions Professional
5 days ago
New York, New York, United States Alera Group, Inc. Full timeJob ResponsibilitiesProvide administrative support for all retirement plan clients.Interact with clients to provide information in response to inquiries about products and services.Lead the response to complex client and customer inquiries, non-routine problems, and ensures client satisfaction with providers and services.Coordinate with the Retirement...
-
Client Service Associate
2 days ago
New York, New York, United States Exela Enterprise Solutions, Inc. Full timeJob Summary**About Us**: At Exela Enterprise Solutions, Inc., we rely on dedicated professionals like you to drive our success. As a Client Service Associate - Mailroom, you will be responsible for delivering high-quality mail services that meet the needs of our clients.**Key Responsibilities:**Assist clients with questions and concerns in a professional and...
-
Client Service Associate
5 days ago
New York, New York, United States HR Solutions Group Full timeJob Description Job Description CapTrust, located on 8th Street in beautiful downtown Holland, is seeking a full-time Client Service Associate. This position offers a great opportunity for a highly detailed individual to join an established team in the financial industry. We are expanding our Customer Service team to support our institutional growth. At...
-
Retirement Solutions Team Member
3 days ago
New York, New York, United States Alera Group, Inc. Full timeCompany OverviewAlera Group, Inc. is a national insurance and wealth services firm offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide.
-
Client Services Associate
21 hours ago
New York, New York, United States Selby Jennings Full timeJob Title: Client Services AssociateLocation (Hybrid): New York, NYJob Type: Full-timeCompensation: $105,000 - $115,000 base salary + discretionary bonusAbout Our Client:Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of...
-
Client Service Associate
5 days ago
New York, New York, United States Franklin Templeton Full timeClearBridge Investments is a leading global equity manager with over $193 billion in assets under management. The firm is committed to delivering long-term results through active management. We have followed this approach for more than 60 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients...
-
Client Services Associate
5 days ago
New York, New York, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
-
Client Service Associate
4 days ago
New York, New York, United States Wells Fargo Full timeAbout this role:We are seeking a highly motivated and organized Client Service Associate to join our team in Wealth and Investment Management. As part of Wells Fargo Advisors, you will play a critical role in supporting Financial Advisors with sales, service, and operational related activities.Provide exceptional customer service to clients via telephone,...
-
Client Services Associate
13 hours ago
New York, New York, United States TransPerfect Full timeAbout the Job:We are seeking a highly organized and detail-oriented Senior Customer Service Representative to support both North American and European clients. As a key member of our core team in New York City, you will serve as the primary contact for clients, managing time-sensitive inquiries via phone and email.You will provide technical and workflow...
-
Client Service Associate
1 day ago
New York, New York, United States Blackstone Restaurant Full timeAs a Client Service Associate, you will work closely with our investment and asset allocation teams to manage and strengthen relationships with key insurance clients. Key responsibilities include:Main Job FunctionsDeveloping and maintaining strong relationships with key clients, understanding their needs and preferences.Collaborating with investment and...
-
Client Service Associate Senior CNS
2 days ago
New York, New York, United States City National Bank Full time*CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. **WHAT IS THE OPPORTUNITY?*This is a hybrid service role that will support select investment account related activities as well as day-to-day banking tasks for clients aligned to the Commercial Banking space. Serve as a registered representative for City National Securities...
-
Associate Director of Client Services
4 days ago
New York, New York, United States The Trade Desk Full timeThe Trade Desk is transforming the way global brands advertise to audiences worldwide. As a client service leader, you will play a critical role in guiding agency holding group and/or independent agency relationships, ensuring seamless execution of client strategies.You will work closely with business development and trading counterparts to develop...
-
Transactions Associate
2 days ago
New York, New York, United States Client Staffing Solutions Inc Full timeA leading, highly regarded law firm is seeking talented and motivated Transactions Associates with 2-8 years of relevant corporate experience to join their dynamic Transactions Practice Group in New York, Silicon Valley, San Francisco, or Dallas . This is an exceptional opportunity to work with a collaborative and innovative team in a fast-paced,...
-
Client Service Associate
2 days ago
New York, New York, United States NFP Full timeNFP Corp To apply for this position please CLICK HERE Who We Are Position Summary & Overall Purpose Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client's...
-
Client Service Leader Associate
4 days ago
New York, New York, United States The Trade Desk Full timeThe Trade Desk is seeking a skilled client service leader to join our team. As a strategic advisor, you will guide the health of agency holding group and/or independent agency relationships, providing best-in-class client services and demonstrating the value of The Trade Desk to clients.You will lead key agency client meetings in collaboration with business...
-
Client Services Associate Position
5 days ago
New York, New York, United States Citigroup Inc Full timeJob OverviewThe Client Services Associate is a key role in Citigroup Inc., responsible for providing high-quality support to clients. This position involves working closely with the Securities Specialists team to deliver exceptional client service and contribute to the growth of the Private Client Coverage division.Key ResponsibilitiesProvide expert-level...
-
Client Solutions Specialist
3 days ago
New York, New York, United States Citigroup Inc Full timeWe are seeking a talented and experienced individual to join our team as a Licensed Client Service Associate at Citigroup Inc. This is an exciting opportunity to leverage your expertise and passion for client service to drive business growth and excellence.About the Role:The Licensed Client Service Associate is a developing professional role that integrates...
-
Associate Director, Client Solutions, Analytics
14 hours ago
New York, New York, United States Initiative Full timeBusiness Overview We understand what makes people human and how they interact with their environment... and it's more than their demographic, their condition, or their profession. With over $17 Billion in marketplace clout, and part of the IPG Mediabrands family, Healix is an innovative global healthcare media agency with unparalleled buying power, preferred...
-
Client Solutions Specialist
5 days ago
New York, New York, United States SPECTRUM Full timeSpectrum Business Connects You to More OpportunitiesAs a Client Solutions Specialist, you will play a vital role in building and maintaining strong relationships with our clients. This includes developing and executing strategic plans to drive growth and revenue, as well as identifying new business opportunities.About the PositionConduct site surveys to...