- This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.
- Ability to report in-office full-time (minimum 4 days per week) at the Scottsdale office location.
- Support the ongoing servicing initiatives of our Retirement Plan Consulting clients.
- Assist with research, analysis and development of our investment, plan design and provider recommendations.
- Serve as an ongoing contact to our client.
- Provide marketing support as needed.
- Participate in the process of acquiring and retaining new retirement plan clients.
- Create plan reviews, benchmarking and other presentations to client executives and plan committees.
- Lead our client on boarding process/maintenance.
- Experience with software tools to help support business (i.e. Fiduciary Rx, RPAG, Salesforce, other CRM software).
- Help manage calendars/meeting scheduling for the business, team, vendors and our clients.
- Provide compliance support with RIA/Broker Dealer.
- Occasional event planning support.
- Support the following roles: President, Client Service Manager, Retirement Plan Advisor.
- Travel locally to client meetings and events as required.
- Perform other duties as assigned by Management.
- 1-3 years of experience in the financial, investment or retirement plan industry preferred.
- Drive to learn and grow within a team-oriented, client-centric environment.
- Proficient verbal and written communication skills, as well as strong organizational and customer service skills.
- Proficient PC and data entry skills with experience in MS Word, Excel and Outlook.
- Excellent time management skills and ability to prioritize.
- Strong computer/IT skills and ability to incorporate technology into the delivery of services.
- A flexible, independent thinker and problem solver who is goal-oriented.
- Bachelor's Degree or the equivalent combination of education and experience.
- Hands and arms: Picking, pinching, handling, feeling, reaching, and typing. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
- Speaking: Expressing or exchanging ideas by means of spoken word. Those activities in which require detailed or important spoken instructions must be conveyed to other workers accurately and quickly.
- Hearing: Ability to receive detailed information through verbal communication with or without correction.
- Vision: Ability to see and read computer screen and written documents and adjust focus with or without correction.
- Repetitive Motion: Substantial movement (motions) of the wrist, hands and fingers.
- Legs: Stand, walk, sit, stoop, kneel, and crouch.
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Assistant Client Manager- Retirement Plan Services - Scottsdale, United States - Alera Group
Description
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.
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.
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.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
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
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