Retirement Plans Client Service Specialist

Bryn Mawr Trust Advisors, LLC; Berwyn (IL); On-site; USD 54,000 - 88,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan

Life Insurance

FSAs/HSAs

Wellness programs

Paid time off

Job summary

Bryn Mawr Trust is seeking a Client Service Associate to support the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners.

The role focuses on client communications, meeting preparation, and administrative support, with opportunities to grow in retirement plan consulting and financial services. A proactive, detail-oriented candidate will thrive in a collaborative environment.

Qualifications

• Bachelor’s degree required; finance-related concentration preferred.
• 1–4 years of professional experience, preferably supporting retirement plan services.
• Ability to obtain the Accredited Investment Fiduciary (AIF) designation when eligible.
• Clean Form U-4 if currently licensed.
• Proficiency in Microsoft Office 365 (Excel, Word, PowerPoint) with strong numeracy.
• Strong multitasking, organization, and communication skills.
• Self-motivated with proactive task completion and high quality work.

Responsibilities

• Provide high-level client service and admin support.
• Handle paperwork execution and marketing coordination.
• Process custodial forms for fund changes.
• Support marketing to generate new client opportunities.
• Coordinate client meetings and prepare tailored materials.
• Maintain accurate client data in Salesforce and custodial systems.
• Assist with compliance readiness and division initiatives.
• Stay updated on industry trends to support success.

Skills

Microsoft Office 365

Salesforce CRM

Strong organizational skills

Effective communication

Proactive problem solving

Education

Bachelor’s degree in Finance or related field

Tools

Salesforce CRM

Microsoft Office 365

Job description

Bryn Mawr Trust is seeking a Client Service Associate to support the Retirement Plan Services team in delivering exceptional service to clients, advisors, and internal partners.

The role focuses on client communications, meeting preparation, and administrative support, with opportunities to grow in retirement plan consulting and financial services. A proactive, detail-oriented candidate will thrive in a collaborative environment.