Retirement Plan Client Liaison

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

Benefits offered by this job

Health, dental, and vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners in Chicago, IL seeks a Client Relationship Associate who acts as the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients.

You will learn many intricacies of retirement plan consulting, attend committee meetings, and collaborate with HR, Benefits, and Finance contacts at plan sponsors.

Qualifications

• Bachelor's degree.
• Proficient in Salesforce CRM.
• Strong Microsoft 365 skills (Outlook, Word, Excel, PowerPoint, Teams) and Zoom scheduling.
• Excellent business writing; minutes serve as fiduciary records.
• Highly detail-oriented, organized, reliable, proactive, and self-directed.

Responsibilities

• Schedule committee meetings and manage the governance calendar.
• Draft meeting agendas.
• Take minutes and track action items.
• Coordinate delivery of meeting materials.
• Manage fiduciary files and document control.
• Perform Salesforce and data integrity reviews.
• Lead new client onboarding and plan implementation.

Skills

Proactive communication

Quality control

Ownership mentality

Detail orientation

Quick learner

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft 365

Zoom scheduling tools

Job description

Cerity Partners in Chicago, IL seeks a Client Relationship Associate who acts as the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients.

You will learn many intricacies of retirement plan consulting, attend committee meetings, and collaborate with HR, Benefits, and Finance contacts at plan sponsors.