Client Service Representative - Retirement Services

Client Service Representative

As a Client Service Representative on the Retirement Services team, you'll be responsible for providing exceptional service to our clients, supporting Account Managers and Account Executives, preparing materials for upcoming investment review meetings, processing investment change paperwork, and assisting with plan administration. You will collaborate with internal team members to deliver tailored solutions and support our clients in achieving their retirement plan goals.

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

• Collaborates with internal team members to implement MMA Midwest's service strategy, ensuring timely delivery of client meeting materials and accurate processing of investment change paperwork.
• Builds strong client relationships through effective communication and a deep understanding of service plans, while managing multiple tasks and projects
• Manages time efficiently to prioritize tasks and maintain organization, ensuring cohesive service execution across the team
• Maintains client files and contact information while consistently following service workflows to ensure efficiency, accuracy, and data integrity in investment review materials.
• Fosters effective communication and collaboration by providing feedback in meetings, participating in service team discussions

These additional qualifications are a plus, but not required to apply:

• Upon hire, Producers License for Life/Health
• BS/BA in Business, Finance, or related field
• Intermediate skill level in Microsoft Office Suite, specifically Excel

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

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, 401K benefits and more
• The flexibility to work at home or an office, based on your discretion and schedule
• Start with 20 days of paid time off
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink
• A company-wide mentality that you can never appreciate your co-workers too much

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

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