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Retirement Solutions Client Service Associate
3 months 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
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.
Compensation starting at: $60,000