What are the responsibilities and job description for the Retirement Plan Client Support Specialist position at Alera Group?
Alera Group is looking for a Retirement Plan Client Support Specialist . 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
- Client Service Excellence: Collaborate with our retirement plan advisory team to deliver exceptional service to Retirement Plan Consulting clients.
- Client Deliverables: Prepare professional and accurate materials for ongoing plan review meetings and prospect presentations.
- Day-to-Day Contact: Serve as a reliable point of contact for client support, addressing needs promptly and professionally, and collaborating with vendor partners.
- CRM & Data Management: Maintain accurate and up-to-date client information within the CRM system, supporting internal organization and continuity of service.
- Document & File Management: Organize, store, and maintain important client documents and service records to ensure secure and efficient access.
- Project Management: Manage and track open projects and client follow-ups, ensuring timely and high-quality completion.
- Research and Analysis: Conduct thorough research and develop analyses to support client recommendations and deliverables.
- Communication and Marketing: Support ongoing client communications and contribute to marketing efforts to attract prospective clients.
QUALIFICATIONS
- Experience: Minimum of 2 years of experience in Financial Services or the Retirement Plan industry preferred.
- Attention to Detail: Exceptional attention to detail is critical. Accuracy and thoroughness are essential to successfully support clients and ensure the integrity of deliverables.
- Technical Skills: Strong computer skills and proficiency in Word, Excel, PowerPoint, Adobe Acrobat, and other commonly used applications are required.
- Interpersonal Skills: Excellent communication and relationship-building skills with a professional and client-focused demeanor.
- Educational Background: Bachelor’s degree required.
- Growth Mindset: Passion for learning and growing within a collaborative, fast-paced, and client-centric team and environment.
- Mission-Driven: Commitment to evolving clients’ retirement plans and enhancing the financial well-being of their employees.
BENEFITS
This job requires presence in the office.
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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