Client Experience Support Specialist

Job Summary

A company is looking for a Client Experience Support Specialist to provide support to small business owners with their 401(k) plan administration.

Key Responsibilities

• Engage with clients by handling inquiries promptly and effectively
• Guide clients through the electronic signing of annual 5500 filings and maintain client records
• Consistently meet department Service Level Agreements (SLAs) for client interactions

Required Qualifications

• 1-2 years of experience in customer service or client support roles
• Proficient in using CRM software and Microsoft Office Suite
• Experience in the finance industry is a plus
• Designated workspace and high-speed internet connection for remote work
• Growth mindset and adaptability to handle stressful situations