Client Service Associate - Retirement Plans

Alera Group, Inc. is a growing firm that specializes in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Client Service Associate – Retirement Plans to support client relationships and operational excellence in retirement planning and compliance.

Responsibilities

• Support plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations
• Assist advisors with client reviews, proposals, and meeting preparation
• Prepare reports, schedules, and materials used in client and prospect meetings
• Deliver clear, professional communication that supports understanding, trust, and long‑term client relationships
• Manage account onboarding activities, including setup and ongoing maintenance of participant data
• Reconcile plan contributions to ensure accuracy and timeliness
• Process asset movement transactions such as rollovers, distributions, loans, and transfers in accordance with plan rules
• Ensure retirement plans remain compliant with ERISA and applicable IRS regulations
• Assist with governmental audits and required reporting
• Maintain accurate documentation to support regulatory, client, and internal requirements
• Support service and retention efforts by delivering accurate, timely, and responsive account administration
• Identify opportunities to improve service efficiency and client experience
• Partner with advisors and internal teams to support client satisfaction and long‑term engagement
• Contribute to a client‑focused culture that supports sustainable growth

Skills

• Working knowledge of retirement plans, including 401(k) and 403(b) plans
• Understanding of ERISA requirements and applicable IRS regulations
• Experience in financial services, retirement services, or a related administrative or client service role
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
• Prior experience supporting retirement plan administration or recordkeeping
• Familiarity with custodian platforms and CRM systems
• Experience processing asset movements such as rollovers, distributions, loans, and transfers
• Exposure to plan compliance testing or governmental audits
• Associate's or Bachelor's degree in Business, Finance, or a related field

Benefits

• Medical
• Dental
• Vision
• Life and disability coverage
• 401(k)
• Generous PTO
• And more

Company Overview