Client Relationship Associate

USI Insurance Services is a leading retirement plan consulting and benefits administration firm. They are seeking a Client Relationship Associate to provide administrative, operational, and client relationship support to the Relationship Management team, ensuring efficient processing of client needs and documentation.

Responsibilities

• With guidance, provide internal assistance to clients
• Escalate clients’ needs, concerns, and ideas to assigned Client Relationship Manager
• Process fund changes
• Prepare amendments to services agreements
• Complete provider set-up paperwork
• Prepare client reports, presentations, and agendas
• Participate in client calls
• Document project related tasks and monitor the completion of meeting follow-ups
• Includes tasks by the team, other CG departments, and service providers
• Ensure investment review reports and other deliverables have been completed
• Prepare fee calculations and benchmarking reports
• Includes plan design benchmarking reports
• Monitor and update tasks and data in the customer relationship management (CRM) database
• Identify inefficiencies in processes or assigned tasks and recommend solutions

Skills

• Entry-level position
• Desire to learn about the operation, design, and regulations governing DC plans
• Self-motivated and detail oriented
• Comfortable with internet-based programs and Microsoft Office products
• Problem-solving ability
• Strong verbal and written communication and customer service skills
• Ability to work in a team environment
• Eager to learn new concepts and can adapt to new or changing circumstances
• Open to feedback and coaching
• Bachelor's degree in math or business preferred, or equivalent work experience

Benefits

• Medical
• Wellness
• Dental and vision
• 401(k)
• Flexible spending and health savings accounts
• Short and long-term disability
• Life insurance
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time

Company Overview