Retirement Solutions Client Service Associate
1 week ago
Brio Benefit Consulting, a subsidiary of Alera Group, Inc., is seeking a highly skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team. This is a hybrid role that can be based out of our New York office or performed remotely for the right candidate.
Key Responsibilities- Administrative Support: Provide exceptional support to all retirement plan clients, ensuring their needs are met and concerns are addressed.
- Client Communication: Interact with clients to provide information, respond to inquiries, and resolve complaints in a timely and professional manner.
- Complex Problem-Solving: Lead the response to complex client and customer inquiries, non-routine problems, and ensure client satisfaction with providers, third-party administrators, and services.
- Team Collaboration: Coordinate with the Retirement Solutions Group team to ensure needs are met and potential problems are proactively averted.
- Client Record Management: Build and maintain accurate client records in the clients' fiduciary briefcase.
- Quarterly Reporting: Complete and distribute quarterly investment reports to clients.
- Investment Changes: Work with recordkeeping partners to facilitate any required investment changes.
- RFP Management: Initiate and fulfill RFPs (Requests for Proposals) as needed.
- Special Projects: Complete special client-facing projects as assigned.
- Education: High School Diploma (or GED or High School Equivalence Certificate)
- Experience: Bachelor's Degree
- Licenses: Securities and/or Insurance Licensing is desirable
Brio Benefit Consulting, a subsidiary of Alera Group, Inc., is 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.
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New York, New York, United States Alera Group, Inc. Full timePOSITION SUMMARYAt Alera Group, Inc., we are seeking a dedicated Client Service Associate specializing in Retirement Solutions to enhance our Employee Benefits Team.As part of a national insurance and wealth services firm, this role is pivotal in delivering exceptional service to our retirement plan clients, ensuring their needs are met efficiently and...
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New York, New York, United States Alera Group, Inc. Full timePosition Overview:Alera Group, Inc. is seeking a dedicated Client Service Associate for Retirement Solutions to become a vital part of our Employee Benefits Team.As a prominent independent national insurance and wealth services firm, Alera Group offers a wide range of employee benefits, property and casualty insurance, retirement plan services, and wealth...
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New York, New York, United States Alera Group, Inc. Full timePOSITION SUMMARYBrio Benefit Consulting, now part of Alera Group, Inc., is seeking a dedicated Client Service Associate focused on Retirement Solutions to enhance our Employee Benefits Team.Alera Group is a prominent independent firm specializing in insurance and wealth services, providing a broad spectrum of employee benefits, property and casualty...
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New York, New York, United States Alera Group, Inc. Full timeAbout the RoleBrio Benefit Consulting, a subsidiary of Alera Group, Inc., is seeking a highly skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team. This is a hybrid role that can be based out of our New York office or performed remotely for the right candidate.Key ResponsibilitiesAdministrative Support: Provide...
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New York, New York, United States Alera Group, Inc. Full timeAbout the RoleBrio Benefit Consulting, a subsidiary of Alera Group, Inc., is seeking a highly skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team.This is a hybrid role that can be based out of our New York office or performed remotely for the right candidate.Key ResponsibilitiesAdministrative Support: Provide...
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New York, New York, United States Alera Group, Inc. Full timeAbout the RoleAlera Group, Inc. is seeking a highly skilled Retirement Solutions Client Service Associate to join our Employee Benefits Team. As a key member of our team, you will be responsible for providing exceptional client service and support for our retirement plan clients.Key ResponsibilitiesAdministrative Support: Provide administrative support for...
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