What are the responsibilities and job description for the Client Service Associate position at Wells Thomas, LLC?
Office administrative work for busy and growing retirement plan firm:
- Learn the fundamentals of retirement plan administration
- Maintain electronic and physical filing systems and client records
- Data entry/import with analysis
- Resolve client issues
- Facilitate communication between internal teams and clients
- Prepare mailings
There is significant career growth potential.
Use of standard office equipment, proficiency in Microsoft Word & Excel. Must possess the ability to learn new systems, multitask and prioritize effectively. Attention to detail and excellent communication skills are imperative. Candidates with experience in financial, accounting & HR fields will be prioritized. Bi-lingual English and Spanish speaking would be a bonus.
Job Types: Full-time
Benefits:
- 401(k)
- Health Insurance
- Dental insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
Schedule: Monday to Friday
Education: Associate or Bachelor’s (Preferred)
Work Location: In person
Wells Thomas, LLC is a TPA firm that provides consulting and administrative services for over 900 retirement plans, including 401(k), profit sharing, prevailing wage, 403(b), and 457 plans. With a team averaging over 20 years of experience, they focus on tailored strategies to meet the unique needs and objectives of each client, emphasizing personalized and comprehensive services for retirement plan compliance and success.
Salary : $45,000 - $52,000