NW Recruiting Partners · 2 days ago
Client Service Associate (401(k) / Retirement Plans)
Greater Seattle Area
Full-time
Onsite
Entry Level
$70K/yr - $85K/yr
1+ years expNW Recruiting Partners is a retirement benefits firm focused on 401(k) plans, and they are seeking a Client Service Associate to support their operations. The role involves working with advisors and senior leadership to manage employer-sponsored plans, ensuring compliance and addressing participant needs.
Staffing & Recruiting
Hiring Manager
Gayle Luchini, PHR
Responsibilities
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
Qualification
Required
1–4 years of experience in financial services with a client service or operations focus
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
You'll be expected to earn your CRSP within six months of joining
Preferred
Experience supporting 401(k) plans or retirement products strongly preferred
Series 7 is a plus, not required
Benefits
Medical/Dental/Vision – 100% paid for employees
401k with 4% match
Generous PTO and paid holidays
Company
NW Recruiting Partners
We are a full-service boutique recruiting firm based on the West Coast, catering to a diverse range of clients, from start-ups to Fortune 500 corporations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase