Client Service Representative - Retirement Services

Marsh McLennan • Chicago, IL

6d • Hybrid

About The Position

As a Client Service Representative on the Retirement Services team, you’ll be responsible for providing exceptional service to our clients, supporting Account Managers and Account Executives, preparing materials for upcoming investment review meetings, processing investment change paperwork, and assisting with plan administration. You will collaborate with internal team members to deliver tailored solutions and support our clients in achieving their retirement plan goals.

Requirements

• Exceptional service to our clients
• Supporting Account Managers and Account Executives
• Preparing materials for upcoming investment review meetings
• Processing investment change paperwork
• Assisting with plan administration
• Collaborate with internal team members to deliver tailored solutions
• Support our clients in achieving their retirement plan goals
• Effective communication
• Deep understanding of service plans
• Managing multiple tasks and projects
• Manages time efficiently to prioritize tasks and maintain organization
• Maintains client files and contact information
• Consistently following service workflows to ensure efficiency, accuracy, and data integrity in investment review materials
• Providing feedback in meetings
• Participating in service team discussions

Nice To Haves

• Producers License for Life/Health
• BS/BA in Business, Finance, or related field
• Intermediate skill level in Microsoft Office Suite, specifically Excel

Responsibilities

• Collaborates with internal team members to implement MMA Midwest’s service strategy, ensuring timely delivery of client meeting materials and accurate processing of investment change paperwork.
• Builds strong client relationships through effective communication and a deep understanding of service plans, while managing multiple tasks and projects.
• Manages time efficiently to prioritize tasks and maintain organization, ensuring cohesive service execution across the team.
• Maintains client files and contact information while consistently following service workflows to ensure efficiency, accuracy, and data integrity in investment review materials.
• Fosters effective communication and collaboration by providing feedback in meetings, participating in service team discussions.

Benefits

• Medical, dental, vision, 401K benefits
• The flexibility to work at home or an office, based on your discretion and schedule
• 20 days of paid time off
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree