Retirement Solutions Client Service Associate
1 week ago
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.
- High School Diploma (or GED or High School Equivalence Certificate)
- Bachelor's Degree
- Securities and/or Insurance Licensing is desirable
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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