Client Services Representative

Job Summary

Managing a book of business for both TPA and Non-TPA clients, the full-time Client Services Representative will provide exceptional customer service and support while working in a hybrid environment, collaborating in the Denver office two days per week.

Key responsibilities

• Serve as the primary point of contact for client relationships, focusing on retention and issue resolution
• Identify and document client business needs, recommending tailored solutions based on research and analysis
• Assist clients with inquiries regarding Safe Harbor IRA account setup and transfers with Third Party Administrator firms

Required qualifications

• Bachelor's degree or equivalent experience preferred
• 2+ years of experience in an operational role with professional phone and email correspondence
• Proficient in Microsoft Excel, Word, and Outlook
• Ability to work under tight deadlines
• Strong communication skills, including influencing abilities