Client Experience Support Specialist

Job Summary

A company is looking for a Client Experience Support Specialist to provide exceptional support to clients managing their 401(k) plans.

Key Responsibilities

• Engage with clients to handle inquiries and guide them through the electronic signing of annual 5500 filings
• Maintain client records and ensure timely communication regarding outstanding documentation
• Meet department Service Level Agreements (SLAs) for client interactions and support initiatives

Required Qualifications

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