Retirement Plan Client Relations Associate

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

Benefits offered by this job

Health, dental, and vision insurance -

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Chicago seeks a Client Relationship Associate to act as the operational engine of the Retirement Plan Consulting practice, coordinating services, meetings, materials, and fiduciary governance. You will engage HR, Benefits, and Finance contacts, learn retirement plan consulting intricacies, and support onboarding and plan implementation.

Preferred candidates bring experience in financial services client support, ERISA knowledge, and proficiency with Salesforce and Box.

Qualifications

• Bachelor's degree.
• Working proficiency in Salesforce CRM.
• Strong Microsoft 365 skills - Outlook, Word, Excel, PowerPoint, and Teams - and comfort with Zoom scheduling tools.
• Demonstrated business writing ability; fiduciary minutes must read as a legal record.
• Exceptional attention to detail and organizational discipline; reliable and proactive.
• Two+ years in client service, operations, or account support within financial services.
• Experience servicing workplace retirement plans (RIA, recordkeeper, TPA, or sponsor benefits).
• Working knowledge of ERISA, defined contribution plan mechanics, and fiduciary governance concepts.
• Exposure to defined benefit, cash balance, or nonqualified deferred compensation plans.
• Experience with Box or a comparable document management system.
• Knowledge and experience utilizing AI Tools (e.g., Claude).

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

Proactive communication

Quality control

Ownership mentality

Detail orientation

Quick learner

Self-directed

Education

Bachelor's degree

Tools

Salesforce

Microsoft 365

Zoom scheduling

Box

AI Tools

Job description

Cerity Partners in Chicago seeks a Client Relationship Associate to act as the operational engine of the Retirement Plan Consulting practice, coordinating services, meetings, materials, and fiduciary governance. You will engage HR, Benefits, and Finance contacts, learn retirement plan consulting intricacies, and support onboarding and plan implementation.

Preferred candidates bring experience in financial services client support, ERISA knowledge, and proficiency with Salesforce and Box.