Client Service Associate
2 weeks ago
We are seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you will play a critical role in providing exceptional service to our clients and their employees, helping them secure their financial future.
Responsibilities- Client Support Excellence: Collaborate with our retirement plan advisors to deliver outstanding service to our clients, ensuring their needs are met and exceeded.
- Seamless Onboarding: Facilitate the smooth onboarding of new clients, ensuring they feel welcomed and supported from day one.
- Project Management: Assist in managing and tracking 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, showcasing our expertise and value.
- Client Deliverables: Prepare engaging and informative deliverables for client and prospect meetings, highlighting our capabilities and expertise.
- Day-to-Day Contact: Serve as a friendly and reliable point of contact for client support, addressing their needs promptly and professionally, and collaborating with our vendor partners.
- 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, making a meaningful difference in their lives.
- Professional Growth: Opportunities for continuous learning and career advancement within our supportive team, helping you grow and develop your skills.
- Collaborative Culture: Be part of a team that values collaboration, innovation, and client satisfaction, working together to achieve excellence.
- Rewarding Environment: Work in a role that combines technical skills with meaningful client interaction, providing a sense of fulfillment and purpose.
- 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.
We are an equal opportunity employer and welcome applications from diverse candidates. If you're a California resident, please read the California Consumer Privacy Act prior to applying.
-
Client Service Associate
2 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients and...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre 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.Key Responsibilities:Collaborate with our retirement plan advisors to provide exceptional service to our clients.Facilitate the smooth onboarding of...
-
Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you will play a critical role in providing exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our retirement plan...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre 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, Inc.Key Responsibilities:Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients,...
-
Client Service Associate
2 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre 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. 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...
-
Client Service Associate
2 days ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre 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. 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...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a 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 making a meaningful impact on the financial well-being of our clients and their employees.Key...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre 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, Inc.Key Responsibilities:Client Support Excellence: Collaborate with our retirement plan advisors to provide exceptional service to our clients,...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees, helping them secure their financial future.Key Responsibilities:Client Support...
-
Client Service Associate
3 weeks ago
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...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre 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...
-
Client Service Associate
1 week ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre 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...
-
Client Service Associate
5 days ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre 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...
-
Client Service Associate
3 weeks ago
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...
-
Client Services Associate
4 weeks ago
Virginia Beach, Virginia, United States Fulton Bank, N.A. Full timeAbout the RoleFulton Bank, N.A. is seeking a highly skilled Client Services Associate to join our team. As a key member of our operations team, you will provide exceptional support to our Financial Advisors and their clients, ensuring seamless day-to-day operations and exceptional customer service.ResponsibilitiesProvide high-quality administrative support...
-
Client Services Associate
3 weeks ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our Financial Services department, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations and exceptional customer experiences.Key ResponsibilitiesProvide...
-
Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees.Key ResponsibilitiesClient Support Excellence: Collaborate with our retirement plan advisors to...
-
Client Services Associate
1 week ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional support to our Financial Advisors and their clients.Key ResponsibilitiesProvide daily administrative support to assigned Financial Advisors,...
-
Client Service Associate
1 month ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group, Inc. As a key member of our team, you will play a vital role in providing exceptional service to our clients and their employees, helping them secure their financial future.Key ResponsibilitiesClient Support Excellence:...
-
Civil Engineer
4 weeks ago
Virginia Beach, Virginia, United States Pennoni Associate Inc. Full timeAbout the RolePennoni Associate Inc. is seeking a skilled Civil Engineer - Transportation to join our team in Virginia Beach, VA. As a key member of our transportation team, you will be responsible for managing projects and tasks for various clients, including VDOT, NCDOT, and local transportation agencies.Key ResponsibilitiesManage projects of various sizes...
