Client Service Specialist

Job Summary

To support the Defined Benefits Client Services Team, the full-time Client Service Specialist will manage daily operations, provide client account support, and ensure accurate retirement plan administration while working remotely.

Key responsibilities

• Support daily operations and plan services, ensuring timely completion of tasks and monitoring workflow for service quality
• Assist with client account issues and data reconciliation, proposing solutions for routine and moderately complex problems
• Communicate with internal and external clients to resolve issues and collaborate with teams for effective service delivery

Required qualifications

• 2+ years of experience in client service, financial services, or retirement plan operations
• Working knowledge of plan administration and defined benefit plans is preferred
• Familiarity with plan and contract documents, procedures, and company products is beneficial
• Ability to work independently and collaboratively in a fast-paced environment
• Experience with reporting tools such as Webi or Business Objects is a plus