- 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.
- Bachelors 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.
-
Alera Group Scottsdale, AZ, United States Full timeBCG 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-ef ...
-
Alera Group Scottsdale, United StatesOVERVIEW · 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 b ...
-
Alera Group, Inc. Scottsdale, United StatesBenefit Commerce Group, 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 a Manager, Retirement, Assistant ...
-
Treatment Coordinator
2 weeks ago
Gentle Dental Scottsdale, United States Full timeAt Gentle Dental, we value our teammate's smile as much as our patient's smile. · Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients' lives by providing accessible oral healthcare, which is paramount to ove ...
-
Global Inventory Specialist
3 weeks ago
FOX Factory, Inc. Scottsdale, United StatesWhat We Do · Why you should join us · Not only do we provide competitive wages, you will also have access to great benefits and employee · discounts. But more importantly, it's a fun environment where we truly enjoy working as a team and · bringing great products to our customers ...
-
Retirement Plan
2 weeks ago
HUB International Scottsdale, United StatesAs a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy ...
-
Vp, Sales
2 weeks ago
Vitalant Scottsdale, United StatesAre you ready to take the lead in revolutionizing sales and customer relationships within the Blood Services Division (BSD) at Vitalant? We're seeking a visionary Vice President of Sales who thrives in a dynamic environment to drive our growth and strategic direction. · In this r ...
-
Social Worker I
3 weeks ago
Salt River Pima-Maricopa Indian Community Scottsdale, United States**Definition**: · **Definition**: Under general supervision from the Social Services Manager, performs professional social services casework primarily regarding family support coordination services. This position provides support to families with children birth to age 5 with more ...
-
Account Development Executive
1 week ago
AccountabilIT, LLC Scottsdale, United States**Position Summary**: · This position is responsible for selling, servicing, and retaining customers within an assigned geographic territory and/or customer list, focusing primarily on outside sales of managed services and managed cybersecurity services for AccountabilIT. This ro ...
-
Worship Pastor
2 weeks ago
Impact Church Scottsdale, United States**Worship Pastor** · **Purpose**: · To serve as primary worship pastor of Impact Church; to lead, plan, and participate in services, activities, and community events that reflect the core values and vision of Impact Church; in collaboration with the Lead Pastor and Executive Team ...
-
Associate Director, Clinical Site Services
2 weeks ago
TD2 Scottsdale, United States**We are the leading oncology CRO, developing novel treatments for patients that need them most. Our team is fully dedicated to oncology - it is all we do - combining innovation and expertise to quickly move medicines from preclinical development into clinical trials. Adaptive an ...
-
Director, Security and Facilities
2 weeks ago
Early Warning Services Scottsdale, United StatesAt Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, PazeSM, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and pr ...
-
Financial Planner
3 weeks ago
Ashton Thomas Private Wealth Scottsdale, United States**Overview** · We are a rapid growing RIA seeking a Wealth Planner to join our team. We specialize in providing sophisticated investment management and wealth planning solutions to high-net worth individuals, families, business owners, and corporate executives. · At Ashton Thomas ...
-
Utilization Review Coordinator
3 weeks ago
Via Linda Behavioral Hospital Scottsdale, United States**Responsibilities**: · **Utilization Review Coordinator** · **Via Linda Behavioral Hospital** is a brand-new behavioral health provider serving Scottsdale and the great Phoenix region. We opened in February 2022 and now offer a full continuum of inpatient and outpatient services ...
-
Behavioral Coach
1 week ago
Salt River Pima-Maricopa Indian Community Scottsdale, United States**Definition**: · **Definition**: Under general supervision from the Outpatient Behavioral Health Services Supervisor, performs professional behavioral health services and behavior modification techniques to assigned families. Works with families to help improve their quality of ...
-
Rn Coordinator Perioperative
2 weeks ago
HonorHealth Scottsdale, United StatesOverview: · - **$25k Sign-On Bonus availiable for night shift**: · - ** No Call requirments for night shift** · Looking to be part of something more meaningful? At HonorHealth, you'll be part of a team, creating a multi-dimensional care experience for our patients. You'll have op ...
-
Architecture Department Manager
1 week ago
Mead & Hunt Scottsdale, United StatesOverview: · Mead & Hunt, a nationally recognized professional services consulting firm, is seeking a highly motivated department manager to lead a new regional architectural department. · This position will be located in one of the following Western Regional offices of: Portland, ...
-
Social Worker Lmsw Shea Nights
3 weeks ago
HonorHealth Scottsdale, United StatesOverview: Looking to be part of something more meaningful? At HonorHealth, you'll be part of a team, creating a multi-dimensional care experience for our patients. You'll have opportunities to make a difference. From our Ambassador Movement to our robust training and development ...
-
Business Manager
1 week ago
Gentle Dental Scottsdale, United States Full timeAt Gentle Dental, our Business Managers are committed to and passionate about their office. They ensure that their office runs smoothly from open to close. In partnership with a Director of Operations and an Area Clinical Director, the purpose of the Business Manager is to ensure ...
-
Behavioral Health Supervisor Scottdale
3 weeks ago
Neighborhood Outreach Access to Health Scottsdale, United StatesNeighborhood Outreach Access to Health (NOAH) is looking for talented healthcare team members to step into our culturally diverse health centers From Scottsdale to Glendale, NOAH provides affordable, high-quality healthcare services. Serving over 40,000 neighbors, our model of ca ...
Assistant Client Manager- Retirement Plan Services - Scottsdale, United States - Alera Group, Inc.
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. We do this through collaborationwith 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 youre 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: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.
Equal Opportunity Employment: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