Client Service Associate

Wells Thomas, LLC

Job Description

Office administrative work for busy and growing retirement plan firm:

Learn the fundamentals of retirement plan administration
Maintain electronic and physical filing systems and client records
Data entry/import with analysis
Resolve client issues
Facilitate communication between internal teams and clients
Prepare mailings

There is significant career growth potential.

Use of standard office equipment, proficiency in Microsoft Word & Excel. Must possess the ability to learn new systems, multitask and prioritize effectively. Attention to detail and excellent communication skills are imperative. Candidates with experience in financial, accounting & HR fields will be prioritized. Bi-lingual English and Spanish speaking would be a bonus.

Job Types: Full-time

Benefits:

401(k)
Health Insurance
Dental insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan

Schedule: Monday to Friday

Education: Associate or Bachelor’s (Preferred)

Work Location: In person

\nCompany Description

Wells Thomas, LLC is a TPA firm that provides consulting and administrative services for over 900 retirement plans, including 401(k), profit sharing, prevailing wage, 403(b), and 457 plans. With a team averaging over 20 years of experience, they focus on tailored strategies to meet the unique needs and objectives of each client, emphasizing personalized and comprehensive services for retirement plan compliance and success.

Company Description

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Vacancy posted 8 days ago

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