Retirement Plan Client Support Specialist

Dickerson Group; Virginia Beach (VA); On-site; USD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Retirement Plan Client Support Specialist to join their dynamic team. This role is pivotal in delivering exceptional client service and supporting the retirement plan advisory team. With a focus on collaboration and communication, you will manage client interactions, prepare professional materials, and ensure the integrity of deliverables. The ideal candidate will have a strong attention to detail and a passion for client success in a fast-paced environment. If you're looking to grow your career in a mission-driven organization that values employee well-being, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

401k Plan

Generous Paid Time Off

Qualifications

• Minimum of 2 years in Financial Services or Retirement Plan industry preferred.
• Proficiency in Microsoft Office applications required.

Responsibilities

• Deliver exceptional service to Retirement Plan Consulting clients.
• Prepare materials for client meetings and presentations.
• Maintain accurate client information in the CRM system.

Skills

Client Service Excellence

CRM & Data Management

Research and Analysis

Communication Skills

Attention to Detail

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Adobe Acrobat

Job description

OVERVIEW

Alera Group is looking for a Retirement Plan Client Support Specialist. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group, founded in 2017, has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer both national resources and local service.

RESPONSIBILITIES

• Client Service Excellence: Collaborate with our retirement plan advisory team to deliver exceptional service to Retirement Plan Consulting clients.
• Client Deliverables: Prepare professional and accurate materials for ongoing plan review meetings and prospect presentations.
• Day-to-Day Contact: Serve as a reliable point of contact for client support, addressing needs promptly and professionally, and collaborating with vendor partners.
• CRM & Data Management: Maintain accurate and up-to-date client information within the CRM system, supporting internal organization and continuity of service.
• Document & File Management: Organize, store, and maintain important client documents and service records to ensure secure and efficient access.
• Project Management: Manage and track open projects and client follow-ups, ensuring timely and high-quality completion.
• Research and Analysis: Conduct thorough research and develop analyses to support client recommendations and deliverables.
• Communication and Marketing: Support ongoing client communications and contribute to marketing efforts to attract prospective clients.

QUALIFICATIONS

• Experience: Minimum of 2 years in Financial Services or the Retirement Plan industry preferred.
• Attention to Detail: Critical for supporting clients and ensuring the integrity of deliverables.
• Technical Skills: Proficiency in Word, Excel, PowerPoint, Adobe Acrobat, and other applications.
• Interpersonal Skills: Excellent communication and relationship-building skills with a professional, client-focused demeanor.
• Educational Background: Bachelor’s degree required.
• Growth Mindset: Passion for learning and growth within a collaborative, fast-paced, client-centric environment.
• Mission-Driven: Commitment to evolving clients’ retirement plans and enhancing employee financial well-being.

BENEFITS

This job requires presence in the office. Alera Group offers comprehensive benefits including medical, dental, life and disability insurance, 401k, generous paid time off, and more.

We are an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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