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Pension Associate Jobs (NOW HIRING)

Client Service Associate

Armonk, NY ยท On-site

$15.50 - $21.50/hr

Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension Consultants, the Client Services Associate is more than an ...

Client Service Associate

Armonk, NY ยท Remote

$60K - $65K/yr

Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension Consultants, the Client Services Associate is more than an ...

Join our established suburban firm focusing in public sector pension, administrative, appellate ... Our collegial environment encourages associate attorneys to work directly with partners on ...

Join our established suburban firm focusing in public sector pension, administrative, appellate ... Our collegial environment encourages associate attorneys to work directly with partners on ...

Our client, a top plaintiff's personal injury and sex abuse litigation law firm seeks an associate ... Immediate Hire- Generous salary, pension plan, benefit package, bonus and contingency fee ...

Overview Practice Support Associate Catholic Health Physician Practices Catholic Health is looking ... Defined pension plan * Growth-friendly culture Posted Salary RangeUSD $19.00 - USD $24.00 /Hr. Be ...

Practice Support Associate

East Hills, NY ยท On-site

$19 - $24/hr

Overview Practice Support Associate Catholic Health Physician Practices Catholic Health is looking ... Defined pension plan * Growth-friendly culture Posted Salary Range USD $19.00 - USD $24.00 /Hr. Be ...

Practice Support Associate

Roslyn, NY ยท On-site

$19 - $24/hr

Overview Practice Support Associate Catholic Health Physician Practices Catholic Health is looking ... Defined pension plan * Growth-friendly culture Pay RangeUSD $19.00 - USD $24.00 /Hr.Qualifications ...

Practice Support Associate

Roslyn, NY ยท On-site

$19 - $24/hr

Overview Practice Support Associate Catholic Health Physician Practices Catholic Health is looking ... Defined pension plan * Growth-friendly culture Posted Salary Range USD $19.00 - USD $24.00 /Hr. Be ...

Practice Support Associate

East Hills, NY ยท On-site

$19 - $24/hr

Overview Practice Support Associate Catholic Health Physician Practices Catholic Health is looking ... Defined pension plan * Growth-friendly culture Pay RangeUSD $19.00 - USD $24.00 /Hr.Qualifications ...

Our client, a top plaintiff's personal injury and sex abuse litigation law firm seeks an associate ... Immediate Hire- Generous salary, pension plan, benefit package, bonus and contingency fee ...

Showing results 41-60

Pension Associate information

See salary details

$10

$19

$33

How much do pension associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for pension associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a pension associate, and why are they important?

To thrive as a Pension Associate, you need a solid understanding of pension plans, benefits administration, and regulatory compliance, often supported by a degree in finance, business, or a related field. Familiarity with pension management software, HR information systems, and advanced Excel skills is typically required. Attention to detail, strong analytical thinking, and clear communication are essential soft skills for this role. These abilities ensure accurate processing, regulatory adherence, and effective service to plan participants.

What is the difference between Pension Associate vs Pension Analyst?

AspectPension AssociatePension Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or actuarial exams are a plusSimilar educational background; often pursuing or holding actuarial credentials or CFA
Work EnvironmentFinancial services firms, pension funds, or consulting companies; administrative and client-focused tasksInvestment firms, pension funds, or consulting; analytical and data-driven responsibilities
Employer & Industry UsageCommonly employed in pension administration and client support rolesFound in investment analysis, risk assessment, and pension fund management

The main difference is that Pension Associates typically handle administrative and client support tasks related to pension plans, while Pension Analysts focus more on analyzing pension fund data, investment performance, and risk assessment. Both roles require similar educational backgrounds and certifications, but their daily responsibilities and focus areas differ within the pension industry.

What are common challenges faced by pension associates, and how can they be addressed?

Pension Associates often encounter challenges such as managing large volumes of sensitive data, keeping up with frequent regulatory changes, and ensuring accuracy in processing benefits. Attention to detail and strong organizational skills are essential to minimize errors and maintain compliance. Leveraging technology, staying current with training, and collaborating closely with team members and plan administrators can help Pension Associates overcome these challenges and deliver high-quality service to clients.

What is a pension associate?

Pension Associates are professionals who help manage employee retirement plans, such as pension funds or 401(k) plans, for organizations or plan participants. They are responsible for ensuring that pension plans comply with regulations, processing plan enrollments and distributions, and assisting clients with questions about their benefits. Pension Associates also maintain accurate records and may assist with plan audits or reporting. Their work helps ensure that employees receive the retirement benefits they are entitled to.
What cities are hiring for Pension Associate jobs? Cities with the most Pension Associate job openings:
What are the most commonly searched types of Pension jobs? The most popular types of Pension jobs are:
What states have the most Pension Associate jobs? States with the most job openings for Pension Associate jobs include:

Client Service Associate

Vista Wealth Solutions

Armonk, NY โ€ข On-site

$15.50 - $21.50/hr

Other

Re-posted 10 days ago


Job description

Job Description
Client Services Associate
Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design
At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role - it's the connective tissue of the entire client experience. You'll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow-through. Your work directly supports our advisors, empowers our clients, and strengthens a 60-year legacy of excellence in pension and tax strategy.
If you thrive in a role where detail matters, relationships matter, and your work truly impacts people's financial futures, you'll feel right at home here.
Why Build Your Career With Integrity Advisors Pension Consultants?
A Family Firm With a Singular Philosophy: Staying Current Changes Everything.
For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies for closely held business owners. We don't chase products - we engineer solutions. Our founder, Salvatore Gaglio, built this firm on the belief that the greatest opportunities in retirement planning live in the design, not the sales pitch. His children and grandchildren continue that mission today.
Joining us means joining a firm that is:

  • Deeply specialized
  • Proudly family-run
  • Committed to precision, compliance, and long-term client relationships
  • Known for translating complex tax and pension design into meaningful outcomes
You won't be a cog in a corporate machine - you'll be a valued member of a tight-knit team with a shared purpose.
What You'll Do:
Account Opening
  • Coordinate and process new account applications with accuracy and compliance.
  • Partner with custodians and internal operations to ensure smooth onboarding.
  • Maintain clean, organized, and up-to-date CRM and document records.
Money Movement
  • Execute wires, ACH transfers, journals, and distributions with precision.
  • Confirm all required authorizations and safeguard client assets.
  • Track pending transfers and keep clients and advisors proactively informed.
Meeting Preparation
  • Build polished, comprehensive meeting packets and performance reports.
  • Manage advisor calendars and coordinate client meeting logistics.
  • Research accounts and prepare background summaries to elevate every discussion.
Daily Client Servicing
  • Serve as a responsive, professional first point of contact for clients.
  • Resolve routine service issues independently and escalate when needed.
  • Follow up diligently on open items and ensure nothing falls through the cracks.
  • Support new client onboarding and help clients understand their accounts.
What Makes You a Great Fit
Knowledge & Skills
  • Experience in wealth management, brokerage, banking, or financial services.
  • Ability to stay composed and effective in a fast-moving advisory environment.
  • Exceptional multitasking and prioritization skills - you know what needs attention now and what can wait.
  • A collaborative, solutions-oriented mindset.
  • Impeccable attention to detail and documentation accuracy.
Education
  • Bachelor's degree required.
Experience
  • 2-3 years in financial services preferred.
Licensing
  • SIE, Series 7, and Series 65 preferred.

**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.