Client Relationship Associate
Location:
MN - Bloomington
Apply nowGeneral 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.
• 2+ years of financial services 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.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential for compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
28814