Retirement Plan Service Specialist

7 days ago


Virginia Beach, Virginia, United States Alera Group Full time
Job Description:

We are seeking a Retirement Plan Service Specialist to join our dynamic team at Alera Group. As a key member of our team, you will provide exceptional service to our clients and their employees, ensuring they feel welcomed and supported throughout their retirement planning journey.

Key Responsibilities:

  • Collaborate with our retirement plan advisors to deliver seamless onboarding experiences for new clients
  • Manage and track projects, ensuring timely completion and high-quality results
  • Conduct research and analysis to support client recommendations and deliverables
  • Support ongoing client communications and contribute to marketing efforts to attract prospective clients

Requirements:

  • 2+ years of experience in Client Service, Financial Services, or the Retirement Plan industry (preferred)
  • Bachelor's degree required
  • Strong organizational skills with attention to detail
  • Proficiency in computer applications and excellent people skills

About Us:

Alera Group is a leading provider of comprehensive benefits solutions, including medical, dental, life, and disability insurance, 401(k), and generous paid time off. We are an equal opportunity employer, committed to creating a diverse and inclusive work environment. If you're passionate about helping others secure their financial future, we encourage you to apply.

$62,000 - $72,000 per year (estimated salary range based on location and industry standards).



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