Client Experience Support Specialist

Overview

Role focused on providing exceptional client support for 401(k) plans.

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, Nebraska
• United States, Michigan
• 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 in customer service
• Proficient in CRM software
• 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

Benefits

• Comprehensive health coverage
• Paid Time Off
• 401k match
• Ongoing training
• Flexible work arrangements
• Inclusive work environment