Client Service Associate - Retirement Plans (Remote-Eligible)

Spectrum Investment Advisors, Inc.; Mequon (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan

Health Insurance

Dental & Vision Insurance

HSA Contribution

Disability Insurance

Profit Sharing

Referral Bonus

Job summary

Spectrum Investment Advisors, Inc. is seeking a Client Service Associate to support Relationship Managers in delivering an exceptional client experience across our retirement plan book.

You will prepare meeting materials, coordinate follow-up items, and manage day-to-day administrative details to keep client relationships running smoothly. The ideal candidate embraces organization and service, ensuring clients feel supported.

Qualifications

• 1–3+ years in client service or financial services.
• Strong written and verbal communication.
• Excellent organizational skills with multiple priorities.
• Proficiency in Microsoft Office and CRM familiarity.
• Willingness to learn retirement plan concepts.

Responsibilities

• Prepare client reviews, quarterly reports and participant education materials.
• Maintain and update client files and databases with plan sponsor information.
• Follow up on plan changes and related documentation to completion.
• Provide first impression experience by welcoming clients and vendors.
• Provide written communications (letters, emails, notes) per procedures.
• Coordinate with recordkeepers and third-party administrators on plan updates.

Skills

Client Service

Communication

Organization

CRM Systems

AI Tools

Retirement Plans

Job description

Spectrum Investment Advisors, Inc. is seeking a Client Service Associate to support Relationship Managers in delivering an exceptional client experience across our retirement plan book.

You will prepare meeting materials, coordinate follow-up items, and manage day-to-day administrative details to keep client relationships running smoothly. The ideal candidate embraces organization and service, ensuring clients feel supported.