Client Relationship Associate
Core
Operational engine for Retirement Plan Consulting practice, coordinating service delivery, managing fiduciary governance processes, and supporting consultants in client management.
Role type
Client Relationship Associate (Operations & Governance)
Builds
Fiduciary governance processes, client service delivery workflows, and meeting governance calendars
Domain
Financial Services / Retirement Plan Consulting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Salesforce CRM proficiency, business writing, meeting coordination, fiduciary governance management, document management, data integrity review
Preferred skills
Workplace retirement plan servicing experience, ERISA and defined contribution plan mechanics knowledge, defined benefit/cash balance plan exposure, document management system usage, AI tool utilization
Technologies
Salesforce, Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams), Zoom, Box
Responsibilities
Schedule committee meetings and manage governance calendars, draft meeting agendas, prepare and distribute meeting materials, take minutes and track action items, manage fiduciary files and documents, conduct Salesforce and data integrity reviews, support new client onboarding and plan implementation
Seniority
Entry to Mid-level, hands-on IC