Client Service Associate Retirement Plans

Client Service Associate (401(k) / Retirement Plans)

Tukwila, WA

We’re hiring a Client Service Associate to support a retirement benefits firm focused on 401(k) plans. You’ll work alongside advisors and senior leadership to support 100+ employer-sponsored plans, keeping day-to-day service, annual reviews, compliance items, and participant needs organized and on track.

This is a great fit for someone with financial services + client service experience who wants to grow in the retirement plan space. You’ll start with broad exposure, then build toward becoming a 401(k) specialist as your confidence and ownership increase. The team is tight-knit and collaborative and will invest in training and mentorship. If you don’t already have it, you’ll be expected to earn your CRSP within six months of joining.

• Serve as a day-to-day contact for plan sponsors, HR/payroll teams, and plan participants
• Support plan onboarding, ongoing maintenance, and service requests
• Help prep annual plan reviews (data gathering, benchmarking reports, fiduciary/compliance documentation)
• Track key deadlines for plan reviews, compliance testing, and governance tasks
• Coordinate with recordkeepers, TPAs, and custodians
• Assist with participant questions (rollovers, distributions, general plan support)
• Maintain accurate CRM records and manage workflows and follow-ups
• Help coordinate employee education materials and meetings

• 1–4 years of experience in financial services with a client service or operations focus
• Experience supporting 401(k) plans or retirement products strongly preferred
• Highly organized with strong attention to detail
• Clear communicator with a client-first mindset
• Comfortable working across multiple systems and spreadsheets
• Motivated to learn and grow into increasing responsibility

• Licensing not required to start
• Series 7 is a plus, not required
• CRSP encouraged and will be required within 6 months of joining the firm.

• Medical/Dental/Vision – 100% paid for employees
• 401k with 4% match
• Generous PTO and paid holidays

$70,000 - $85,000