Client Experience Support Specialist

Job Summary

A company is looking for a Client Experience Support Specialist.

Key Responsibilities

• Engage with clients by handling inquiries promptly and effectively
• Guide clients through the electronic signing of annual 5500 filings and ensure completion of required documentation
• Maintain and update client records in the CRM system while consistently meeting department Service Level Agreements (SLAs)

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 handle multiple tasks and manage time effectively
• Designated workspace and high-speed internet connection for remote work