Service Associate

About the Role

The Service Associate ERS role provides administrative and client service support to the Employer Retirement Solutions team. This entry-level role is responsible for learning retirement plan operations, supporting advisors and clients with routine service requests, and ensuring retirement plans are administered accurately and efficiently. Working under the guidance of senior team members, this position develops foundational knowledge of qualified retirement plans, ERISA regulations, and internal processes while delivering exceptional client service.

Key Responsibilities

• Respond to routine client and advisor inquiries, escalating more complex issues as appropriate.
• Assist clients with completing annual questionnaires and required retirement plan documentation.
• Coordinate communication between clients, recordkeepers, TPAs, payroll providers, accountants, and other third-party vendors.
• Prepare retirement plan reports, meeting materials, and client documentation.
• Schedule client meetings and support advisor meeting preparation.
• Maintain accurate client records and update internal systems.
• Follow established procedures to ensure timely completion of assigned work.
• Participate in departmental training and continue developing retirement plan knowledge.
• Perform other duties as assigned.

Requirements & Tech Stack

• Microsoft Outlook
• Microsoft Office Suite
• Qualified plans (knowledge preferred)
• ERISA regulations (knowledge preferred)
• Plan administration (knowledge preferred)
• Client service experience (previous preferred)
• Financial services experience (previous preferred)

Qualifications

• Bachelor’s degree is preferred.
• Strong organizational and time management skills.
• Excellent verbal and written communication.
• High attention to detail and accuracy.
• Ability to follow established procedures.
• Ability to prioritize multiple tasks.
• Demonstrates initiative and willingness to learn.
• Works effectively within a team environment.
• Builds productive relationships with clients and internal partners.

Physical Requirements

• Regularly required to talk or hear.
• Frequently required to use hands or fingers, handle or feel objects, tools, or controls.
• Occasionally required to stand; walk; sit; and reach with hands and arms.
• Occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required: close vision, distance vision, and ability to adjust focus.
• Work environment noise level: usually low to moderate.

Work Environment

• Professional office environment.
• Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Requires prolonged periods of sitting or standing at a desk and working on a computer.
• Position and duties must be performed in the branch office.

Salary

$25.00 - $28.00 / Hourly