Client Relationship Associate – Retirement Plan Consulting

Job Description

Client Relationship Associate | Cerity Partners

The Tone:
This is a full-time role at Cerity Partners. Cerity Partners is a financial advisory firm with a dedicated Retirement Plan Consulting (RPC) practice. This role is crucial as the operational engine for the RPC practice, coordinating all aspects of service delivery for clients and directly assisting consultants. It involves direct interaction with clients daily, ensuring smooth fiduciary governance and operational excellence.

The TL;DR
• Role: Early Career
• Type: Full-time
• Pay: $60000–$75000 yearly
• Team: Works within the Retirement Plan Consulting practice, assisting consultants.
• Mission: To serve as the operational engine of the Retirement Plan Consulting practice by coordinating service delivery for clients and managing the fiduciary governance process.
• Tech Stack: Salesforce CRM, Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams), Zoom, Box (preferred), AI Tools (Claude, Zocks, etc. – preferred)

What You’ll Actually Do
• Orchestrate Meetings: Schedule all committee meetings and manage the governance calendar for client retirement plans.
• Prepare Documentation: Draft meeting agendas, coordinate the delivery of necessary meeting materials, and manage fiduciary files and documents.
• Record and Track: Take comprehensive meeting minutes and ensure accountability for all identified action items.
• Onboard Clients: Facilitate the onboarding of new clients and oversee the implementation of their retirement plans.
• Maintain Data: Conduct data integrity reviews within Salesforce and ensure accurate record-keeping.

The Must-Haves
• Background: Bachelor’s degree, suitable for an early-level professional looking to grow within retirement plan consulting.
• Experience: Demonstrated working proficiency in Salesforce CRM and strong skills across Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, and Teams.
• Skills: Exceptional attention to detail, organizational discipline, demonstrated business writing ability, reliability, proactivity, and self-direction.
• Bonus: Two or more years in client service, operations, or account support within financial services; experience servicing workplace retirement plans (RIA, recordkeeper, TPA, or plan sponsor benefits function); working knowledge of ERISA, defined contribution plan mechanics, and fiduciary governance concepts; exposure to defined benefit, cash balance, or nonqualified deferred compensation plans; experience with Box or a comparable document management system; knowledge and experience utilizing AI Tools (e.g., Claude, Zocks, etc.).