Client Service Associate

3 days ago


Virginia Beach, Virginia, United States Alera Group Full time

About Alera Group

Alera Group is a dynamic and innovative company that specializes in retirement plan consulting. We are dedicated to helping our clients secure their financial future and provide exceptional service to their employees.

Job Summary

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional service to our clients and their employees, facilitating the onboarding process, managing projects, conducting research and analysis, and preparing deliverables.

Key Responsibilities

  • Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients and their employees.
  • 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 team's 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.

Why Work with Us

  • Meaningful 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.
  • Requirements: 2+ years of experience in Client Service, Financial Services, or the Retirement Plan industry, preferred. Bachelor's degree required. Strong organizational skills, attention to detail, and a growth mindset are essential.


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