Client Service Specialist
Job Summary
Supporting the client services management team, the full-time Associate Client Service Specialist will monitor workflow tasks, manage client communications regarding employer contributions and payroll, and ensure compliance-related items are addressed across multiple locations.
Key responsibilities
- Monitor and maintain workflow tasks for assigned clients to ensure timely completion of requests and services
- Correspond with clients through email and voice messages to provide accurate information regarding their accounts
- Collect, verify, and update customer information accurately within company systems
Required qualifications
- Associate degree or equivalent work experience
- 0-2 years of related work experience, preferably in retirement or 401(k) services
- Successful completion of educational courses such as CEBS or ASPPA is beneficial
- Strong computer skills and math aptitude
- Ability to analyze contracts and documents effectively
Complete Job Description
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