Retirement Plan Client Services Associate

Trilogy Financial Group; Irvine (CA); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation

Medical, Dental, and Vision insurance

401(k) matching

Career development and mentorship

Paid time off and holidays

Team events

Job summary

Trilogy Financial Group in Irvine, CA is seeking a Service Associate ERS to provide administrative and client service support to the Employer Retirement Solutions team. This entry-level role helps with retirement plan operations and routine service requests, under guidance from senior staff.

You will learn ERISA basics, prepare reports, coordinate with recordkeepers and plan sponsors, and develop strong client relationships while delivering accurate service.

Qualifications

• Bachelor’s degree is preferred.
• Proficient in Microsoft Outlook and Microsoft Office Suite.
• Knowledge of qualified plans, ERISA regulations, and plan administration preferred.
• Previous client service or financial services experience preferred.

Responsibilities

• Respond to routine client and advisor inquiries, escalating more complex issues as appropriate.
• Assist clients with completing annual questionnaires and required retirement plan documentation.
• Coordinate communication between clients, recordkeepers, TPAs, payroll providers, accountants, and other third-party vendors.
• Prepare retirement plan reports, meeting materials, and client documentation.
• Schedule client meetings and support advisor meeting preparation.
• Maintain accurate client records and update internal systems.
• Follow established procedures to ensure timely completion of assigned work.
• Participate in departmental training and continue developing retirement plan knowledge.
• Perform other duties as assigned.

Skills

Communication skills

Organizational skills

Time management

Attention to detail

Follow procedures

Prioritization

Teamwork

Client relationships

Education

Bachelor’s degree preferred

Tools

Microsoft Outlook

Microsoft Office Suite

Job description

Trilogy Financial Group in Irvine, CA is seeking a Service Associate ERS to provide administrative and client service support to the Employer Retirement Solutions team. This entry-level role helps with retirement plan operations and routine service requests, under guidance from senior staff.

You will learn ERISA basics, prepare reports, coordinate with recordkeepers and plan sponsors, and develop strong client relationships while delivering accurate service.