Client Relationship Associate

4 weeks ago


Bloomington, United States USI Holdings Corporation Full time
Job Summary:

As a Client Relationship Associate at USI Holdings Corporation, you will play a vital role in providing exceptional support to our Relationship Management team. This dynamic role requires a detail-oriented and self-motivated individual who is eager to learn about the operation, design, and regulations governing DC plans.

Key Responsibilities:

  • Provide internal assistance to clients, escalating their needs, concerns, and ideas to assigned Client Relationship Managers.
  • Process fund changes, prepare amendments to services agreements, and complete provider set-up paperwork.
  • Prepare client reports, presentations, and agendas, and participate in client calls to document project-related tasks and monitor meeting follow-ups.
  • Ensure investment review reports and other deliverables are completed, and prepare fee calculations and benchmarking reports.
  • Monitor and update tasks and data in the customer relationship management (CRM) database, identifying inefficiencies in processes or assigned tasks and recommending solutions.

Requirements:

  • Bachelor's degree in math or business preferred, or equivalent work experience.
  • 2+ years of financial services experience.
  • Desire to learn about the operation, design, and regulations governing DC plans.
  • Self-motivated and detail-oriented.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Problem-solving ability.
  • Strong verbal and written communication and customer service skills.
  • Ability to work in a team environment.
  • Eager to learn new concepts and adapt to new or changing circumstances.
  • Open to feedback and coaching.

Benefits:

USI Holdings Corporation offers a wide range of health, welfare, and financial benefits, including medical, wellness, dental, and vision, 401(k), flexible spending, and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. We also offer a generous paid time off policy, paid family leave benefit, and paid holiday time.

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