Client Relationship & Governance Associate

Cerity-Partners; Chicago (IL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Client Relationship Associate for its Retirement Plan Consulting practice. You will coordinate client services, schedule governance meetings, prepare agendas, and track action items, supporting fiduciary governance and day-to-day plan management.

You'll work directly with HR, Benefits, and Finance contacts at sponsor organizations, learning retirement plan consulting from experienced consultants and gaining hands-on field experience in a fast-growing environment.

Qualifications

• Bachelor's degree required.
• Proficiency in Salesforce CRM.
• Strong Microsoft 365 skills and Zoom comfort.
• Excellent business writing and attention to detail.
• Preferred: 2+ years in client service/ops in financial services.
• Knowledge of ERISA and fiduciary governance concepts.

Responsibilities

• Committee Meeting Scheduling and the Governance Calendar.
• Drafting Meeting Agendas.
• Meeting Minutes and Action Item Accountability.
• Coordination of Meeting Materials Delivery.
• Fiduciary File and Document Management.
• Salesforce and Data Integrity Reviews.
• New Client Onboarding and Plan Implementation.

Skills

Bachelor's degree

Business writing

Detail orientation

Proactive

Self-directed

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft 365

Zoom scheduling tools

Box

AI Tools (Claude, Zocks)

Job description

Cerity Partners is seeking a Client Relationship Associate for its Retirement Plan Consulting practice. You will coordinate client services, schedule governance meetings, prepare agendas, and track action items, supporting fiduciary governance and day-to-day plan management.

You'll work directly with HR, Benefits, and Finance contacts at sponsor organizations, learning retirement plan consulting from experienced consultants and gaining hands-on field experience in a fast-growing environment.