Client Service Associate
3 weeks ago
At Alera Group, Inc., we're passionate about helping others secure their financial future. As a Client Service Associate, you'll play a crucial role in making a meaningful impact on the financial well-being of our clients and their employees.
Responsibilities- Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our Retirement Plan Consulting clients.
- Seamless Onboarding: Facilitate the smooth onboarding of new clients, ensuring they feel welcomed and supported from day one.
- Project Management: Help manage and track our teams' open projects and client follow-ups, ensuring everything is completed on time and to the highest standard.
- Research and Analysis: Conduct research and develop analyses to support our client recommendations and deliverables.
- Client Deliverables: Prepare engaging and informative deliverables for client and prospect meetings, showcasing our value and expertise.
- Day-to-Day Contact: Serve as a friendly and reliable point of contact for client support, addressing their needs promptly and professionally, as well as collaborating with our vendor partners.
- Communication and Marketing: Support our ongoing client communications and contribute to our marketing efforts to attract prospective clients.
- Impactful Work: Contribute to the financial security of employees across various organizations.
- Professional Growth: Opportunities for continuous learning and career advancement within our supportive team.
- Collaborative Culture: Be part of a team that values collaboration, innovation, and client satisfaction.
- Rewarding Environment: Work in a role that combines technical skills with meaningful client interaction.
- Experience: 2+ years of experience within Client Service, Financial Services, or the Retirement Plan industry, preferred.
- Educational Background: Bachelor's degree required.
- Attention to Detail: Strong organizational skills with the ability to manage multiple projects simultaneously without compromising quality.
- Growth Mindset: A passion for learning and growing within a collaborative, client-centric environment.
- Technical and Interpersonal Skills: Proficiency with computer applications and excellent people skills to build strong client relationships.
- Mission-Driven: Excited to help evolve our clients' retirement plans and enhance the financial well-being of their employees.
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Client Service Associate
2 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients and...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group.Key Responsibilities:Collaborate with our retirement plan advisors to provide exceptional service to our clients.Facilitate the smooth onboarding of...
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Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you will play a critical role in providing exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our retirement plan...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc.Key Responsibilities:Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients,...
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Client Service Associate
2 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
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Client Service Associate
2 days ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in making a meaningful impact on the financial well-being of our clients and their employees.Key...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc.Key Responsibilities:Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients,...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees, helping them secure their financial future.Key Responsibilities:Client Support...
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Client Service Associate
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Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key...
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Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key...
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Virginia Beach, Virginia, United States Alera Group, Inc. Full time{"title": "Client Service Associate", "description": "OverviewAt Alera Group, Inc., we're passionate about helping others secure their financial future. As a Client Service Associate, you'll play a crucial role in making a meaningful impact on the financial well-being of our clients and their employees.ResponsibilitiesClient Support Excellence: Collaborate...
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Virginia Beach, Virginia, United States Alera Group Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our retirement plan advisors to...
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Virginia Beach, Virginia, United States Alera Group, Inc. Full timeOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you will play a critical role in providing exceptional service to our clients and their employees, helping them secure their financial future.ResponsibilitiesClient Support Excellence:...
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