DC Client Relationship Associate

Usi, Inc.; Glastonbury (CT); On-site; USD 45,000 - 55,000; Full time

Job summary

USI Consulting Group is seeking an administrative/operations professional to support the Relationship Management team in Glastonbury, CT. You will assist with client requests, fund changes, and report preparation, working with multiple departments and tracking follow-ups.

Ideal candidates hold a Bachelor's in math or business or equivalent experience, are proficient in MS Office, and can communicate clearly with clients and colleagues. A team-oriented, adaptable mindset is essential.

Qualifications

• Bachelor’s degree in math or business preferred, or equivalent work experience.
• Desire to learn about the operation, design, and regulations governing DC plans.
• Self-motivated and detail oriented.
• Comfortable with internet-based programs and Microsoft Office products.
• Problem-solving ability.
• Strong verbal and written communication and customer service skills.
• Ability to work in a team environment.
• Open to feedback and coaching.

Responsibilities

• Provide internal assistance to clients and escalate needs to the Client Relationship Manager.
• Process fund changes.
• Prepare amendments to services agreements.
• Complete provider set-up paperwork.
• Prepare client reports, presentations, and agendas.
• Participate in client calls and document follow-ups across teams.
• Ensure investment review reports and other deliverables are completed.
• Prepare fee calculations and benchmarking reports.
• Monitor and update tasks in the CRM database.
• Identify inefficiencies in processes and recommend improvements.

Skills

Customer service

Communication

Microsoft Office

Detail oriented

Education

Bachelor’s degree in math or business preferred

Job description

General Description: Provide administrative, operational, and client relationship support to the Relationship Management team. Follow department procedures to perform tasks.

Responsibilities:

• With guidance, provide internal assistance to clients. Escalate clients’ needs, concerns, and ideas to assigned Client Relationship Manager.
• Process fund changes.
• Prepare amendments to services agreements.
• Complete provider set-up paperwork.
• Prepare client reports, presentations, and agendas.
• Participate in client calls. Document project related tasks and monitor the completion of meeting follow-ups. Includes tasks by the team, other CG departments, and service providers.
• Ensure investment review reports and other deliverables have been completed.
• Prepare fee calculations and benchmarking reports. Includes plan design benchmarking reports.
• Monitor and update tasks and data in the customer relationship management (CRM) database.
• Identify inefficiencies in processes or assigned tasks and recommend solutions.

Knowledge, Skills and Abilities:

• Bachelor’s degree in math or business preferred, or equivalent work experience.
• Desire to learn about the operation, design, and regulations governing DC plans.
• Self-motivated and detail oriented.
• Comfortable with internet-based programs and Microsoft Office products.
• Problem-solving ability.
• Strong verbal and written communication and customer service skills.
• Ability to work in a team environment.
• Eager to learn new concepts and can adapt to new or changing circumstances.
• Open to feedback and coaching.

Why USI?
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).To learn more, visit usicg.com or follow us on LinkedIn .

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Annual salary is $50,000 plus potential compensation incentives