What are the responsibilities and job description for the Client Service Associate, Retirement Plan Services position at Alera Group, Inc.?
Overview
Alera Group is looking for . We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
Duties and Responsibilities -
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. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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Alera Group is looking for . We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
Duties and Responsibilities -
- Client Support Excellence - Collaborate with our retirement plan advisors to provide exceptional service to our Retirement Plan Consulting clients.
- 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.
- Experience - 2 plus years experience within 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. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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