Client Relationship Associate
USI Insurance Services is a leading retirement plan consulting and benefits administration firm. They are seeking a Client Relationship Associate to provide administrative, operational, and client relationship support to the Relationship Management team, ensuring efficient processing of client needs and documentation.
Responsibilities
- With guidance, provide internal assistance to clients
- Escalate clients’ needs, concerns, and ideas to assigned Client Relationship Manager
- Process fund changes
- Prepare amendments to services agreements
- Complete provider set-up paperwork
- Prepare client reports, presentations, and agendas
- Participate in client calls
- Document project related tasks and monitor the completion of meeting follow-ups
- Includes tasks by the team, other CG departments, and service providers
- Ensure investment review reports and other deliverables have been completed
- Prepare fee calculations and benchmarking reports
- Includes plan design benchmarking reports
- Monitor and update tasks and data in the customer relationship management (CRM) database
- Identify inefficiencies in processes or assigned tasks and recommend solutions
Skills
- Entry-level position
- Desire to learn about the operation, design, and regulations governing DC plans
- Self-motivated and detail oriented
- Comfortable with internet-based programs and Microsoft Office products
- Problem-solving ability
- Strong verbal and written communication and customer service skills
- Ability to work in a team environment
- Eager to learn new concepts and can adapt to new or changing circumstances
- Open to feedback and coaching
- Bachelor's degree in math or business preferred, or equivalent work experience
Benefits
- Medical
- Wellness
- Dental and vision
- 401(k)
- Flexible spending and health savings accounts
- Short and long-term disability
- Life insurance
- Generous paid time off policy
- Paid family leave benefit
- Paid holiday time
Company Overview