Retirement Solutions Client Service Associate

6 days ago


New York, New York, United States Alera Group, Inc. Full time

About Alera Group

Alera Group is a leading independent national insurance and wealth services firm. Our employee benefits team provides comprehensive solutions to clients nationwide.

This role will be a hybrid position based out of our New York office or possibly remote for the right candidate.

Job Description

The Retirement Solutions Client Service Associate will provide administrative support for all retirement plan clients, interact with clients to provide information in response to inquiries about products and services, and handle and resolve complaints. The successful candidate will lead the response to complex client and customer inquiries, non-routine problems, and ensure client satisfaction with providers, third-party administrators, and services.

The ideal candidate will coordinate with the Retirement Solutions Group team to ensure needs are met and potential problems are proactively averted. They will also keep the team informed of account status and additional client opportunities, assist with new client installations, schedule and facilitate client education meetings and plan transitions as needed, build and maintain client records, complete and distribute quarterly investment reports, work with recordkeeping partners, initiate and fulfill RFPs, and complete special client-facing projects as assigned.



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