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 maintain client records
• Conduct proactive reminder calls and assist with additional tasks as needed

Required Qualifications

• 1-2 years of experience in customer service or client support roles
• Experience in the finance industry is a plus
• Proficient in using CRM software and Microsoft Office Suite
• Ability to handle multiple tasks and manage time effectively
• Growth mindset and adaptability in a fast-paced environment