About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services (Employer Retirement Solutions).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring an entry-level Service Associate to join their Employer Retirement Solutions (ERS) team in Huntington, CA. This role provides administrative and client-service support for retirement plan operations, helps advisors and clients with routine requests, and develops foundational knowledge of qualified retirement plans and ERISA regulations.

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What You’ll Do

• Respond to routine client and advisor inquiries; escalate complex issues as needed.
• Assist clients with annual questionnaires and required retirement plan documentation.
• Coordinate communications among clients, recordkeepers, TPAs, payroll providers, accountants, and other third-party vendors.
• Prepare retirement plan reports, meeting materials, and client documentation.
• Schedule client meetings and assist advisors with meeting preparation.
• Maintain accurate client records and update internal systems.
• Follow established procedures to ensure timely completion of assigned work.
• Participate in departmental training to develop retirement plan knowledge.
• Perform other duties as assigned.

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Compensation & Benefits

• Compensation: $25.00 - $28.00 per hour
• Competitive pay and potential for growth
• Comprehensive medical, dental, and vision insurance
• Life insurance and long-term disability
• Supplemental insurance options
• Paid time off and holidays
• 401(k) matching and eligible profit sharing
• Employee Assistance Program, career development, mentorship, team events, and achievement awards

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Minimum Qualifications

• Bachelor’s degree preferred
• Proficiency with Microsoft Outlook and Microsoft Office Suite
• Knowledge of qualified plans, ERISA regulations, and plan administration preferred
• Previous client service or financial services experience preferred

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Skills & Attributes

• Strong organizational and time-management skills
• Excellent verbal and written communication
• High attention to detail and accuracy
• Ability to follow established procedures and prioritize multiple tasks
• Initiative and willingness to learn
• Ability to work effectively in a team and build productive client/internal relationships

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Physical Requirements

• Regularly required to talk or hear
• Frequent use of hands/fingers to handle objects, tools, or controls
• Occasionally required to stand, walk, sit, and reach with hands and arms
• Occasionally lift/move up to 10 pounds
• Specific vision abilities (close/distance vision, ability to adjust focus)
• Noise level: usually low to moderate
• Reasonable accommodations available for individuals with disabilities

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Work Environment & Other Details

• This position operates in a professional office environment and requires the use of standard office equipment.
• The position and duties must be performed in the branch office; if remote work is permitted, all compliance and office-safety requirements apply.
• No sponsorship available.
• This is an entry-level role with hands-on training and mentorship.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.