Job Summary
A financial services firm is filling a position for a Remote Implementation Specialist.
Must be able to:
- Create a great client service onboarding experience by engaging customers
- Take ownership of client issues, and follow problems through to resolution
- Keep accurate records and document customer service actions and discussions
Position Requirements Include:
- 2-4 years’ experience in the 401(k) industry and in a client servicing role
- Solid project management skills
- Working knowledge of customer service software, databases, and tools
- Comfortable multi-tasking and with demonstrated resourcefulness at trouble shooting
- Highly proficient reading, writing, grammar and mathematical skills
- Excellent computer skills that includes MS Office, Salesforce and other CRM applications
