Alera Group, Inc. is a growing firm that specializes in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Client Service Associate – Retirement Plans to support client relationships and operational excellence in retirement planning and compliance.
Responsibilities
- Support plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations
- Assist advisors with client reviews, proposals, and meeting preparation
- Prepare reports, schedules, and materials used in client and prospect meetings
- Deliver clear, professional communication that supports understanding, trust, and long‑term client relationships
- Manage account onboarding activities, including setup and ongoing maintenance of participant data
- Reconcile plan contributions to ensure accuracy and timeliness
- Process asset movement transactions such as rollovers, distributions, loans, and transfers in accordance with plan rules
- Ensure retirement plans remain compliant with ERISA and applicable IRS regulations
- Assist with governmental audits and required reporting
- Maintain accurate documentation to support regulatory, client, and internal requirements
- Support service and retention efforts by delivering accurate, timely, and responsive account administration
- Identify opportunities to improve service efficiency and client experience
- Partner with advisors and internal teams to support client satisfaction and long‑term engagement
- Contribute to a client‑focused culture that supports sustainable growth
Skills
- Working knowledge of retirement plans, including 401(k) and 403(b) plans
- Understanding of ERISA requirements and applicable IRS regulations
- Experience in financial services, retirement services, or a related administrative or client service role
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
- Prior experience supporting retirement plan administration or recordkeeping
- Familiarity with custodian platforms and CRM systems
- Experience processing asset movements such as rollovers, distributions, loans, and transfers
- Exposure to plan compliance testing or governmental audits
- Associate's or Bachelor's degree in Business, Finance, or a related field
Benefits
- Medical
- Dental
- Vision
- Life and disability coverage
- 401(k)
- Generous PTO
- And more
Company Overview
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. It was founded in 2017, and is headquartered in Deerfield, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://aleragroup.com.