Client Services Consultant

Job Summary

To enhance client relationships, the full-time remote Client Services Consultant will manage inbound calls, address client needs, and provide solutions while acting as a liaison between retirement plan clients, agents, and internal partners.

Key responsibilities

• Manage large volumes of inbound calls, identifying customer needs and providing timely solutions
• Consult with clients and agents to evaluate and resolve issues, ensuring a positive client experience
• Document client interactions and feedback, participating in discussions to improve service procedures

Required qualifications

• Bachelor's Degree or equivalent experience preferred; Associate's Degree in business or finance required
• Less than 2 years of related experience in the retirement plans industry
• Proficiency in Microsoft Office products (Word, Excel, PowerPoint)
• Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration is desired
• Willingness to work until 6 PM EST