Client Relationship Associate

General Description: Provide administrative, operational, and client relationship support to the Relationship Management team. Follow department procedures to perform tasks.

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.

Knowledge, Skills and Abilities:

• Bachelor’s degree in math or business preferred, or equivalent work experience.
• 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.

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Why USI?
USI Consulting Group (USICG) is an industry‑leading, full‑service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

USICG is an affiliate of both USI Securities, Inc. (a broker‑dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“US”). To learn more, visit or follow us on Linked In
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Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game‑changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry‑Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award‑winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non‑profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco‑conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award‑winningI’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training…