What are the responsibilities and job description for the Client Service Associate - Retirement Services position at Northeast Private Client Group?
About Northeast Private Client Group
Northeast Private Client Group is a boutique financial services advisory firm. We are key business strategists and critical thinkers. We help entrepreneurs and professionals create real wealth and, in most cases, multigenerational wealth.
We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.
Focused through our clear mission and aligned with our core values, we strive to build longstanding relationships by delivering excellence every day.
About the Opportunity
NEPCG is seeking a Client Service Associate - Retirement Services to support the onboarding of new clients and servicing retirement department operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and possess a keen sense of prioritization, organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required.
Specific duties include but are not limited to:
- Provide excellent customer support to participants and plan sponsors regarding 401k plan inquiries, contributions, distributions, and other related matters.
- Assist with the setup and management of 401k plans for clients, ensuring compliance with all regulations and guidelines.
- Handle participant requests related to plan enrollment, changes, and account updates.
- Collaborate with other team members to resolve issues and provide solutions to clients.
- Maintain and update participant records accurately in the system.
- Respond to inquiries through phone, email, and other communication channels promptly and professionally.
Qualifications:
- High school diploma or equivalent (Bachelor's degree in finance, business, or a related field preferred).
- Prior experience in retirement plan administration or customer service, preferably with 401k plans.
- Excellent communication skills, both written and verbal.
- Strong attention to detail and organizational skills.
- Ability to work independently and in a team environment.
Job Type: Full-time
Salary Range: $45,000 - $50,000/Annual
What’s in it for you:
NEPCG’s competitive benefits package includes, but is not limited to:
- 401(k) Matching
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Generous Paid Time Off
- Progressive Company culture
Salary : $45,000 - $50,000
