Client Experience Support Specialist

Overview

Role focused on supporting small business owners with 401(k) plan administration and client communication.

Ideal candidate should have 1-2 years of customer service experience and strong communication skills.

Available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

Locations

• United States, North Carolina
• United States, Minnesota
• United States, Kansas
• United States, Florida
• United States, Utah
• United States, Michigan
• United States, Nebraska
• United States, Texas
• United States, Missouri
• United States, Louisiana
• United States, Georgia
• United States, Virginia
• United States, Arizona
• United States, Idaho

Requirements

• 1-2 years of customer service experience
• Proficient in CRM software and Microsoft Office
• Strong verbal and written communication skills

Responsibilities

• Support small business owners with 401(k) administration
• Engage with clients via calls and emails
• Maintain client records in CRM
• Guide clients through filing processes
• Conduct proactive reminder calls
• Collaborate with team members
• Utilize E-Signature software
• Assist Account Specialists as needed

Benefits

• Comprehensive health coverage
• Paid parental leave
• Generous 401k match
• 3 weeks Paid Time Off
• 11 Paid Holidays
• Ongoing training and career pathing
• Flexible work arrangements
• Inclusive work environment