Client Service Associate for Retirement Solutions
2 weeks ago
Position 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 management solutions to clients across the country. This role is crucial in supporting our ongoing growth and commitment to excellence.
This role may be performed in a hybrid capacity from a remote location or from our office, depending on the candidate's qualifications.
Key Responsibilities:
- Provide comprehensive administrative support for all retirement plan clients.
- Engage with clients to address inquiries regarding products and services, while effectively managing and resolving any complaints.
- Lead the resolution of complex client inquiries and non-routine issues, ensuring high levels of client satisfaction with our providers and third-party administrators.
- Collaborate with the Retirement Solutions Group to proactively address client needs and avert potential challenges.
- Keep the team updated on account statuses and identify additional client opportunities.
- Participate in the onboarding process for new clients.
- Assist in organizing and facilitating client education sessions and plan transitions as necessary.
- Maintain and update client records within the fiduciary briefcase.
- Prepare and distribute quarterly investment reports to clients.
- Coordinate with recordkeeping partners to implement any necessary investment modifications.
- Initiate and manage Requests for Proposals (RFPs) as required.
- Undertake special projects that involve direct client interaction as assigned.
Qualifications:
- High School Diploma (or equivalent).
- Bachelor's Degree is preferred.
- Possession of Securities and/or Insurance Licensing is advantageous.
Alera Group, Inc. is an equal opportunity employer. We welcome applications from all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.
Compensation for this position starts at $60,000.
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Client Solutions Associate
2 days ago
New York, New York, United States GLG Full timeAbout the RoleWe are seeking recent graduates with a strong passion for client service to join GLG as an Associate in our New York office. As an Associate, you will play a critical role in driving our business forward and delivering exceptional client experiences.Key ResponsibilitiesSupporting team members on client projects and network engagementRecruiting...
-
Client Service Associate
4 days ago
New York, New York, United States National Financial Partners Full timeWe are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...
-
Client Solutions Associate
2 days ago
New York, New York, United States GLG Full timeAbout the RoleWe are seeking recent graduates with a strong passion for client service to join our healthcare-focused teams as an Associate in our New York office. As an Associate, you will play a critical role in driving our business forward and delivering exceptional client experiences.Key ResponsibilitiesSupporting team members on client projects and...
-
Senior Client Solutions Associate
6 days ago
New York, New York, United States GLG Full timeAbout the RoleGLG is seeking a highly skilled and experienced professional to join our Client Solutions team as a Senior Associate. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic partnerships and relationships.Key ResponsibilitiesClient Engagement: Develop and...
-
Client Solutions Associate
2 weeks ago
New York, New York, United States Unispace Full timeAt Unispace, we are transforming the workplace landscape to align with the dynamic requirements of contemporary global enterprises. Our seamless, comprehensive approach is driven by robust client collaborations and supported by insightful workplace analytics and innovative technology. We believe in creating environments that enhance productivity, promote...
-
Client Solutions Associate, Healthcare
4 days ago
New York, New York, United States GLG Full timeAbout the RoleWe are seeking recent graduates with a strong passion for client service to join our healthcare-focused teams as an Associate in our New York office. As an Associate, you will be the engine behind our Insight Network, the world's largest and most varied source of first-hand expertise.Key ResponsibilitiesSupporting team members on client...
-
Client Relationship Manager
2 weeks ago
New York, New York, United States Theron Solutions Full timePosition Overview:The Client Relationship Manager (CRM) will oversee current client accounts with an emphasis on fostering growth.Assume primary accountability for the client and serve as the internal owner for designated accounts.Enhance and cultivate relationships to promote expansion and renewals across a range of solutions and services.Responsible for...
-
Client Services Associate
2 days ago
New York, New York, United States Nasdaq Private Market Full timeAbout the RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.Key ResponsibilitiesManage the transaction process from start to finish for late-stage,...
-
Financial Planning Associate Manager
2 weeks ago
New York, New York, United States MissionSquare Retirement Full timeAbout MissionSquare Retirement:MissionSquare Retirement is a prominent organization in the financial services industry, focusing on retirement solutions tailored for public sector employees. Our headquarters are located in Washington, DC, and we are committed to offering portable retirement benefits that facilitate the smooth transfer of retirement assets...
-
Account Services Associate Senior
3 days ago
New York, New York, United States Fidelity Information Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Account Services Associate to join our Retirement Plan Administration team at Fidelity Information Services. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our clients.Key ResponsibilitiesProcess assigned tasks...
-
Client Service Associate with Licensing
1 week ago
New York, New York, United States Citigroup Inc Full timePosition Overview:The Licensed Client Service Associate represents a developing professional role that combines specialized knowledge with a robust understanding of industry practices. This role necessitates a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will employ analytical...
-
Client Services Senior Associate
2 weeks ago
New York, New York, United States Flagstar Bank Full timePosition Title Senior Client Associate Location New York Job Summary The Senior Client Associate delivers tailored banking solutions to institutional clients. Compensation Range: The projected pay range for this role is $24.36 - $34.62, based on experience. Key Responsibilities: Welcome clients and prospective clients to foster positive relationships and...
-
Seasonal Client Services Associate
4 days ago
New York, New York, United States Neiman Marcus Full timeAbout the RoleWe are seeking a highly skilled and motivated Seasonal Client Services Associate to join our team at Neiman Marcus. As a key member of our client services team, you will be responsible for delivering exceptional customer experiences and providing personalized support to our discerning clients.Key ResponsibilitiesClient Engagement: Create a...
-
Client Solutions Engineer
2 weeks ago
New York, New York, United States Ivalua Full timeClient Solutions EngineerIvalua stands as a recognized leader in the "Magic Quadrant," delivering innovative solutions that navigate the complexities of a global marketplace. Our advanced Source-to-Pay offerings streamline customized workflows for sourcing, contracting, procurement, and payment processes, enhancing the procurement lifecycle while minimizing...