Milliman Client Service Associate in Dallas, Texas


The Client Service Associate will be responsible for working in a team environment, completing assigned tasks, retaining information and building knowledge in the field. As knowledge about the field increases, responsibilities and tasks will grow, up to and including responsibility of providing all aspects of plan administration to assigned clients.


  • Gain and develop thorough understanding of applicable IRS regulations as they apply to qualified retirement plans, including 401(k) plans.

  • Gain thorough understanding and maintain current knowledge of applicable IRS code sections.

  • Gain and develop skills necessary to interpret the plan document and regulations applicable to administering qualified retirement plans.

  • Gain and develop proficiency in industry software applications, databases and spreadsheets.

  • Data input and processing of plan transactions.

  • Daily reconciliation of plan accounting to trust assets.

  • Gain and develop full understanding of clients and their plans. Develop in-depth understanding of each client’s sensitivities, plan design and needs and objectives with respect to their benefit plans.

  • Manage day-to-day client relationships for assigned clients.

  • Proactively manage accounts by setting appropriate expectations.

  • Address all issues brought to Milliman by plan sponsors and external partners in a timely and professional manner.

  • Respond to client and participant inquiries, resolve service issues and demonstrate a proactive solution-based approach to enhance client relations.

  • Monitor plan parameters and administrative operations to ensure compliance with plan document provisions, as well as applicable governmental rules and regulations.

  • Work with clients to "clean" census data. Monitor data issues on a timely basis.

  • Monitor all participant and plan-specific contribution limits and plan-level deductibility limits. Prepare required testing and execute corrective measures.

  • Prepares annual plan audits and government filings and act as primary contact with plan auditors during audits.

  • Calculate and/or allocate employer contributions, profit sharing, match, match true ups, etc.

  • Track minimum required distributions for the plan. Calculate distributions and communicate with plan participants as needed.

  • Deliver the highest quality of service to clients, associates and management.

  • Demonstrate professional conduct within the team and with the internal and external partners.

  • Respond to internal and external partners in a timely and professional manner.

  • Proactively communicate with all key stakeholders.

  • Demonstrate commitment to teamwork and a positive attitude.


  • Bachelor’s degree in Accounting, Finance or Math; or in Business Administration with an emphasis in Accounting and Finance, or other degree or work experience that requires similar skill set will be considered.

  • Works well within a team environment and takes ownership of personal work product.

  • Proficiency in the use of computers and other general office equipment.

  • Proficiency in Microsoft Office Suite.

  • Attention to detail.

  • Excellent Problem solving skills.

  • Strong communication skills (both written and verbal).

  • Able to productively respond to change.

  • Excellent organization and time management skills.


Must demonstrate Milliman’s core values which include:

  • Integrity – Must be honest, fair active, listener, open communicator and accountable.

  • Teamwork – Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information.

  • Commitment to excellence – Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner.


Milliman offers a competitive base salary and an outstanding and comprehensive benefits package.


Milliman employs more than 3,300 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 60 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation’s most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.

Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.QualificationsRequiredPreferredLicenses & CertificationsRequiredPreferred