Client Service Associate
5 days ago
Are you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.
Key Responsibilities:- Client Support Excellence: Collaborate with our retirement plan advisors to provide top-notch service to our clients.
- Seamless Onboarding: Ensure a smooth onboarding experience for new clients, making them feel welcome and supported from day one.
- Project Management: Help manage and track our team's open projects and client follow-ups, ensuring timely completion and high-quality results.
- Research and Analysis: Conduct research and develop analyses to support 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.
- Communication and Marketing: Support our ongoing client communications and contribute to our marketing efforts to attract prospective clients.
- Impactful 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.
- Experience: 2+ years of experience in Client Service, Financial Services, or the Retirement Plan industry, preferred.
- Educational Background: Bachelor's degree required.
- Attention to Detail: Strong organizational skills with the ability to manage multiple projects simultaneously without compromising quality.
- Growth Mindset: A passion for learning and growing within a collaborative, client-centric environment.
- Technical and Interpersonal Skills: Proficiency with computer applications and excellent people skills to build strong client relationships.
- Mission-Driven: Excited to help evolve our clients' retirement plans and enhance the financial well-being of their employees.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life, and disability insurance, 401k, generous paid time off, and much more. We're an equal opportunity employer and welcome applicants from diverse backgrounds. If you're a California resident, please review the California Consumer Privacy Act prior to applying.
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Virginia Beach, Virginia, United States Alera Group, Inc. Full time{"title": "Client Service Associate", "description": "OverviewAt Alera Group, Inc., we're passionate about helping others secure their financial future. As a Client Service Associate, you'll play a crucial role in making a meaningful impact on the financial well-being of our clients and their employees.ResponsibilitiesClient Support Excellence: Collaborate...
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Virginia Beach, Virginia, United States Alera Group, Inc. Full time{"title": "Client Service Associate", "description": "OverviewAt Alera Group, Inc., we're passionate about helping others secure their financial future. As a Client Service Associate, you'll play a crucial role in making a meaningful impact on the financial well-being of our clients and their employees.ResponsibilitiesClient Support Excellence: Collaborate...
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