Client Service Manager, Retirement Services
MMC

Job Info

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Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Retirement Associate Consultant at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.
As an Associate Consultant on the Retirement Services team, you'll support our Consultants and help out with different tasks. You'll be responsible for things like getting materials ready for client meetings, attending meetings to keep track of tasks and deliverables, and joining client project calls. You'll also be involved in coordinating changes to investment plans, creating and updating summaries for clients, and assisting with things like RFPs and benchmarking materials. You'll be interacting with service providers and other external contacts, so good communication skills are important. When it comes to bringing on new clients, you'll be coordinating the collection and review of agreements and documents, and sometimes leading implementation calls. And finally, you'll be helping out with maintaining committee documentation for provider and investment committees.

Our future colleague.
We'd love to meet you if your professional track record includes these skills:

• Three to five years of retirement related work experience. Record keeping experience a plus.
• FINRA Series 6, 63 and 65 or 7 and 66 licensures encouraged and may be a requirement for advancement.
• Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data. Familiarity with Salesforce a plus.
• College degree preferred
• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work schedule
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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