Client Relationship Associate
Cerity Partners
Chicago, IL0–2 yrs4d agovia LinkedIn
About the Role
The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. This role coordinates the delivery of services for clients and assists consultants in the day-to-day management of clients. It involves daily interaction with clients and provides an opportunity to learn the intricate parts of the retirement plan consulting business.
Key Responsibilities
- Committee Meeting Scheduling and the Governance Calendar
- Drafting Meeting Agendas
- Meeting Minutes and Action Item Accountability
- Coordination of Meeting Materials Delivery
- Fiduciary File and Document Management
- Salesforce and Data Integrity Reviews
- New Client Onboarding and Plan Implementation
Core Competencies
- Proactive communication
- Quality control discipline
- Ownership mentality
- Detail orientation
- Quick learner
Requirements & Tech Stack
- Bachelor's degree.
- Working proficiency in Salesforce CRM.
- Strong Microsoft 365 skills — Outlook, Word, Excel, PowerPoint, and Teams — and comfort with Zoom scheduling tools.
- Demonstrated business writing ability.
- Exceptional attention to detail and organizational discipline; reliable, proactive, and self-directed.
Preferred Qualifications
- Two or more years in client service, operations, or account support within financial services.
- Experience servicing workplace retirement plans— RIA, recordkeeper, TPA, or plan sponsor benefits function.
- Working knowledge of ERISA, defined contribution plan mechanics, and fiduciary governance concepts.
- Exposure to defined benefit, cash balance, or nonqualified deferred compensation plans.
- Experience with Box or a comparable document management system.
- Knowledge and experience utilizing AI Tools (e.g., Claude, Zocks, etc.).