Client Service Associate - Retirement Plans
About The Position
At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Client Service Associate – Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
Requirements
- 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
- Analytical mindset with strong attention to detail
- Client‑focused approach and relationship‑building skills
- Integrity and discretion when handling sensitive financial and participant information
- Accountability and follow‑through
- Ability to work collaboratively in a team environment
- Problem‑solving and continuous improvement mindset
Nice To Haves
- 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
- Active FINRA licenses required or the ability to obtain within the agreed-upon timeline.
- CFP® preferred or encouraged
- Ongoing continuing education to maintain active status
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
Benefits
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
251-500 employees
