Client Service Associate - Retirement Plans

Overview

Client Service Associate – Retirement Plans

Location - Hybrid

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Client Service Associate – Retirement Plans who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

• Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
  
  

Responsibilities

What You’ll Do / Your Impact

Client Experience & Advisory Support

• 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
  
  

Operational & Compliance Excellence

• 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
  
  

Growth & Retention

• 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
  
  

Qualifications

What You Bring

Required

• 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
  
  

Preferred

• 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
  
  

Core Competencies

• Analytical mindset with strong attention to detail
• Client‑focused approach and relationship‑building skills
• Integrity and discretion when handling sensitive financial and participant information
• Accountability and follow‑through
• Ability to work collaboratively in a team environment
• Problem‑solving and continuous improvement mindset
  
  

Additional Information

Compensation -

Salary range - $60,000 – $80,000 per year

Eligible for performance-based bonus - Yes - if applicable

Benefits -

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model -

This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to -

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
  
  

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require -

• Active FINRA licenses required or the ability to obtain within the agreed-upon timeline.
• CFP® preferred or encouraged
• Ongoing continuing education to maintain active status
  
  

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid - 3 or more days in office - Office UKG Work location