Client Relationship Associate

USI Insurance Services is a leading retirement plan consulting and benefits administration firm. They are seeking a Client Relationship Associate to provide administrative, operational, and client relationship support to the Relationship Management team, ensuring efficient processing of client needs and documentation. Responsibilities With guidance, provide internal assistance to clients Escalate clients’ needs, concerns, and ideas to assigned Client Relationship Manager Process fund changes Prepare amendments to services agreements Complete provider set-up paperwork Prepare client reports, presentations, and agendas Participate in client calls Document project related tasks and monitor the completion of meeting follow-ups Includes tasks by the team, other CG departments, and service providers Ensure investment review reports and other deliverables have been completed Prepare fee calculations and benchmarking reports Includes plan design benchmarking reports Monitor and update tasks and data in the customer relationship management (CRM) database Identify inefficiencies in processes or assigned tasks and recommend solutions Skills Entry-level position Desire to learn about the operation, design, and regulations governing DC plans Self-motivated and detail oriented Comfortable with internet-based programs and Microsoft Office products Problem-solving ability Strong verbal and written communication and customer service skills Ability to work in a team environment Eager to learn new concepts and can adapt to new or changing circumstances Open to feedback and coaching Bachelor's degree in math or business preferred, or equivalent work experience Benefits Medical Wellness Dental and vision 401(k) Flexible spending and health savings accounts Short and long-term disability Life insurance Generous paid time off policy Paid family leave benefit Paid holiday time Company Overview USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is