Client Service Associate (401(k) Retirement Plans)
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Job Location:
Tukwila, WA - USA
Monthly Salary:
$ 70000 - 85000
Posted on:
23 hours ago
Vacancies:
1 Vacancy
Job Summary
Client Service Associate (401(k) / Retirement Plans)
Tukwila WA
Were hiring a Client Service Associate to support a retirement benefits firm focused on 401(k) plans. Youll work alongside advisors and senior leadership to support 100 employer-sponsored plans keeping day-to-day service annual reviews compliance items and participant needs organized and on track.
This is a great fit for someone with financial services client service experience who wants to grow in the retirement plan space. Youll start with broad exposure then build toward becoming a 401(k) specialist as your confidence and ownership increase. The team is tight-knit and collaborative and will invest in training and mentorship. If you dont already have it youll be expected to earn your CRSP within six months of joining.
CSA Responsibilities/Duties:
- Serve as a day-to-day contact for plan sponsors HR/payroll teams and plan participants
- Support plan onboarding ongoing maintenance and service requests
- Help prep annual plan reviews (data gathering benchmarking reports fiduciary/compliance documentation)
- Track key deadlines for plan reviews compliance testing and governance tasks
- Coordinate with recordkeepers TPAs and custodians
- Assist with participant questions (rollovers distributions general plan support)
- Maintain accurate CRM records and manage workflows and follow-ups
- Help coordinate employee education materials and meetings
CSA Qualifications:
- 14 years of experience in financial services with a client service or operations focus
- Experience supporting 401(k) plans or retirement products strongly preferred
- Highly organized with strong attention to detail
- Clear communicator with a client-first mindset
- Comfortable working across multiple systems and spreadsheets
- Motivated to learn and grow into increasing responsibility
Licensing & Development
- Licensing not required to start
- Series 7 is a plus not required
- CRSP encouraged and will be required within 6 months of joining the firm.
Compensation & Benefits:
- Medical/Dental/Vision 100% paid for employees
- 401k with 4% match
- Generous PTO and paid holidays
Compensation: $70000 - $85000
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Looking for skilled employees for jobs in the west coast? Contact our Seattle-based Recruiting Firm, NW Recruiting Partners.
