Associate

Robert Half • Stamford, CT • 2h ago

Description

We are looking for a dedicated and detail-oriented Associate to join our team in Stamford, Connecticut. In this role, you will be responsible for managing client relationships, overseeing compliance processes, and ensuring seamless communication with stakeholders. This position requires a proactive approach to delivering high-quality service and maintaining strong client satisfaction.

Responsibilities:

Build and nurture client and advisor relationships to achieve high retention rates.

Manage a portfolio of approximately 100 small clients with efficiency and professionalism.

Review and approve government forms, including non-discrimination testing, Form 5500, and other required documentation.

Keep clients and investment advisors informed about industry updates and regulatory changes.

Collaborate with recordkeepers and advisors to enhance the overall client experience.

Provide consultative support to clients regarding plan operations and design.

Organize and prioritize tasks to meet weekly goals within a results-driven team environment.

Explain complex plan requirements, such as annual funding obligations, deadlines, and amendments, in a clear and accessible manner.

Requirements

Bachelor's degree with a willingness to learn and grow in the role.

Ability to perform well under pressure and meet deadlines consistently.

Strong written and verbal communication skills.

Exceptional organizational abilities and critical thinking skills.

Basic knowledge of accounting principles is preferred.

2-3 years' working experience, specifically working with pensions and pension plan design

Must be able to work 100% on-site; remote work is not available for this position.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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