Assistant Client Manager- Retirement Plan Services
Scottsdale, AZ
| Employer: | Alera Group |
| Category: | Customer Service |
Description | |
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OVERVIEW BCG 401(k) Advisors, an Alera Group Company is looking to add an Assistant Client Manager to their Wealth Management team! Benefit Commerce Group is committed to creating benefit plans and strategies that make life easier and better for HR teams and that provide the best cost-effective value for employers, employees, and families. We do this through collaboration-with our clients, our experienced team, and with other Alera Group firms across the nation. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you're looking for, this is your chance to be part of an amazing organization! As an Assistant Client Manager you will communicate with clients, recordkeepers, and other vendors regarding retirement plan setup, plan questions, and general client support. Works closely with the Client Service Manager and Retirement Plan Advisor on existing and new business, acting as a liaison between recordkeepers and other vendors to coordinate and implement changes, renewals, and new business. May assist in the preparation for and with on-site enrollment/educational meetings. RESPONSIBILITIES
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Normal office environment with controlled temperature. The noise level in the work environment is usually moderate. BENEFITS 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. Salary: $24/hr to $28.84/hr | |