Saver Success Specialist
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Job Summary
Serving as a key point of contact for savers, the full-time remote Saver Success Specialist will manage inquiries regarding retirement savings accounts, provide technical support, and enhance the overall client experience through proactive communication and problem resolution.
Key responsibilities
- Act as the primary contact for savers, addressing account, compliance, and technical support needs while meeting service level metrics
- Conduct inbound and proactive outbound communications to effectively resolve saver inquiries in a timely manner
- Maintain knowledge of 401(k) regulations and collaborate with other departments to improve the enrollment and support experience
Required qualifications
- 2-3 years of experience in a customer service and support role
- Preferred 1-2 years of experience in 401(k) or retirement services
- Preferred 1-2 years of experience working with cloud-based CRM platforms
Complete Job Description
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