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 5500-filing process
• Maintain and update client records while ensuring compliance with Service Level Agreements (SLAs)
• Conduct proactive communication with clients regarding outstanding documentation and annual filings

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
• Willingness to learn and adapt in a dynamic environment