Alera Group, Inc.

Client Service Manager - Company Sponsored Retirement Plan

Job Locations US-IL-Deerfield
ID
2021-2034
Category
Producer
Type
Regular Full-Time

Overview

GCG

 

GCG, an Alera Group Company is seeking a Client Service Manager (Company Sponsored Retirement Plan) to join their Wealth Management team.

 

Our Team 
Our team of employees at GCG is highly motivated, innovative and passionate about providing an exceptional client experience. We look for individuals interested in growing with our firm and working in an exciting, open and collegial work environment.

The GCG team is founded on 3 core principles: TRUSTED, SMART, and PASSIONATE. These key attributes apply to each one of our dynamic employees.

 

The Client Service Manager (CSM) provides extraordinary client service as a dedicated member of a client service team. The CSM must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.  Successful candidates will be highly dependable with exceptional organizational skills and have a strong understanding of ERISA.  Strong project management abilities are also critical to meeting and exceeding expectations in this role.

 

The CSM reports to a Sr. Vice President, Wealth Management, and is responsible for supporting retirement plan advisors on client service matters and operational tasks.

Responsibilities

  • Work with advisors to onboard new business
  • Manage and troubleshoot client service issues
  • Work with the retirement advisors to prepare for meetings, review client presentation materials and attend meetings and produce minutes, as needed, including group education meetings
  • Coordinate all required information needed by support teams to complete projects and review all internal delegations and projects
  • Manage plan merger process and recordkeeper changes
  • Manage investment fund changes and employee notices - implement requested changes
  • Work with recordkeepers to build an annual communication plan
  • Assist with distribution of legislative updates coordinating with marketing department
  • Prepare drafts of PowerPoint presentations for group education meetings
  • Work with marketing to obtain compliance approval of presentations
  • Perform other job-related duties and/or special projects as required.

Qualifications

  • Computer proficiency in Microsoft Outlook, Word, Excel and PowerPoint
  • Must have strong analytical skills; accurate attention to detail and the ability to interpret/analyze data
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be able to work independently and in a team environment
  • Must have ability to multi-task
  • Must have ability to work in a high stress, fast paced environment with changing priorities
  • Must be a self-starter and results oriented
  • Ability to respond in a timely manner, organize tasks, manage time, and prioritize projects with focus on the needs of the client

Education and Experience

  • Required College degree - related field or equivalent experience in a related field
  • Series 65 required or obtain within 6 months of employment
  • Minimum 2 years of similar work experience in retirement industry
  • Previous experience in a client service role at a retirement advisory practice or at a recordkeeper is strongly preferred

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. 

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

 

 

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