Client Success Specialist

Job Summary

A company is looking for a Client Success Specialist (US based only).

Key Responsibilities

• Monitor support queue, classify inquiries, and respond to client questions regarding retirement plans
• Research and resolve complex client requests by collaborating with team members
• Conduct proactive communications with clients to assess needs and provide timely support

Required Qualifications

• 3 years of experience in a client service role
• 1-2 years of experience with cloud-based CRM platforms preferred
• Knowledge of 401(k) plan administration, including compliance and auditing
• Willingness to work 8am-5pm Pacific time (11am-8pm Eastern)
• Spanish fluency is a plus