Retirement Solutions Client Service Associate

1 week ago


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

Brio Benefit Consulting, now part of Alera Group, Inc., is seeking a skilled Retirement Solutions Client Service Associate to join their Employee Benefits Team. This role will be a Hybrid position, with the option to work remotely, and is based in our New York office.

Responsibilities
  • Provide administrative support to all retirement plan clients, ensuring timely and accurate services.
  • Interact with clients to address inquiries, resolve complaints, and provide information on products and services.
  • Lead the response to complex client inquiries, non-routine problems, and ensure client satisfaction with providers and services.
  • Collaborate with the Retirement Solutions Group team to meet client needs and proactively address potential issues.
  • Keep the team informed of account status and identify additional client opportunities.
  • Assist with new client installations, client education meetings, and plan transitions as needed.
  • Build and maintain client records in the clients fiduciary briefcase.
  • Complete and distribute quarterly investment reports to clients.
  • Work with recordkeeping partners to facilitate investment changes.
  • Initiate and fulfill RFPs (Requests for Proposals) as needed.
  • Complete special client-facing projects as assigned.
Qualifications
  • High School Diploma (or GED or High School Equivalence Certificate)
  • Bachelor's Degree
  • Securities and/or Insurance Licensing is desirable
Equal Opportunity Employment

We're 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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

Compensation starting at: $60,000

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