DC Client Relationship Associate

Location: Glastonbury, Connecticut, United States

Annual salary: $50,000 plus potential compensation incentives

Company

hirify.global provides insurance brokerage, consulting, retirement plan, and benefits administration services through USI Consulting Group.

What you will do

• Provide administrative, operational, and client relationship support to the Relationship Management team.
• Assist clients with guidance, escalate needs and concerns, and participate in client calls.
• Process fund changes, prepare service agreement amendments, and complete provider setup paperwork.
• Prepare client reports, presentations, agendas, fee calculations, and plan design benchmarking reports.
• Document project tasks, monitor meeting follow-ups, and ensure investment review reports and other deliverables are completed.
• Maintain CRM tasks and data, identify process inefficiencies, and recommend solutions.

Requirements

• Entry-level position.
• Bachelor’s degree in mathematics or business preferred, or equivalent work experience.
• Desire to learn about the operation, design, and regulations governing defined contribution plans.
• Self-motivated, detail-oriented, and able to solve problems.
• Comfort with internet-based programs and Microsoft Office products.
• Strong verbal and written communication and customer service skills.
• Ability to work in a team environment, learn new concepts, adapt to changing circumstances, and accept feedback and coaching.

Culture & Benefits

• Competitive pay, potential incentives, medical, dental, vision, wellness, life insurance, disability, and other employer-sponsored benefits.
• 401(k), flexible spending accounts, health savings accounts, paid time off, paid family leave, and paid holidays.
• Employee recognition, wellness, scholarship, and financial assistance programs.
• Community engagement, environmental sustainability, diversity, equity, and inclusion initiatives.