The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients. The CRA owns everything from scheduling committee meetings, preparing agendas, coordinating materials, taking minutes and tracking action items as well as an integral part in managing the fiduciary governance process and interacting with clients daily.
This is a client-facing role, and you will learn many of the intricate parts of the retirement plan consulting business. The CRA attends committee meetings, communicates directly with HR, Benefits, and Finance contacts at plan sponsor organizations, and coordinates with recordkeeper relationship managers.
The role will provide the opportunity to learn directly from experienced retirement plan consultants. For those interested in a career in this field, you will gain tremendous field experience with opportunities to advance your career.
Primary Responsibilities:
Committee Meeting Scheduling and the Governance Calendar
Drafting Meeting Agendas
Meeting Minutes and Action Item Accountability
Coordination of Meeting Materials Delivery
Fiduciary File and Document Management
Salesforce and Data Integrity Reviews
New Client Onboarding and Plan Implementation
Core Competencies
Proactive communication
Quality control discipline
Ownership mentality
Detail orientation
Quick learner
Required Qualifications:
Bachelor's degree.
Working proficiency in Salesforce CRM.
Strong Microsoft 365 skills — Outlook, Word, Excel, PowerPoint, and Teams — and comfort with Zoom scheduling tools.
Demonstrated business writing ability. Committee minutes are a legal record of fiduciary process and must read as such.
Exceptional attention to detail and organizational discipline; reliable, proactive, and self-directed.
Preferred:
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.)
Compensation Range
$60,000 - $75,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree
- Working proficiency in Salesforce CRM
- Strong Microsoft 365 skills, including Outlook, Word, Excel, PowerPoint, and Teams
- Comfort with Zoom scheduling tools
- Demonstrated business writing ability
- Exceptional attention to detail and organizational discipline
- Reliable, proactive, and self-directed work style
- Two or more years of client service, operations, or account support experience within financial services
- Experience servicing workplace retirement plans
- 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 such as Claude or Zocks
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
