Client Experience Support Specialist

Job Summary

A company is looking for a Client Experience Support Specialist to provide support to small business owners with their 401(k) plan administration.

Key Responsibilities

• Engage with clients by handling inquiries and guiding them through the 5500 filing process
• Maintain and update client records and ensure timely communication regarding outstanding documentation
• Meet department Service Level Agreements (SLAs) for client interactions and participate in ongoing training

Required Qualifications

• 1-2 years of experience in customer service or client support roles
• Proficient in using CRM software and Microsoft Office Suite
• Ability to handle multiple tasks and manage time effectively
• Experience in the finance industry is a plus
• A designated workspace and high-speed internet connection for remote work