Client Service Specialist

This role provides an opportunity to support clients through accurate, responsive, and high-quality retirement plan administration services. You will work at the intersection of financial services and technology, helping deliver reliable solutions that improve customer experiences. The position focuses on managing daily operations, resolving client inquiries, and ensuring benefit processes are handled with precision. You will collaborate with internal teams and external stakeholders to maintain service excellence and strengthen client relationships. Flexible work options are available, including remote, hybrid, and in-office arrangements depending on location.

Accountabilities

• Support daily retirement plan operations by monitoring workflows, prioritizing tasks, and escalating issues when needed to maintain service quality.
• Provide account support to clients and internal partners by assisting with benefit payment processing, participant inquiries, special requests, and routine data reconciliation.
• Research and resolve routine or moderately complex issues while documenting actions taken and escalating more complex matters appropriately.
• Communicate clearly with clients and internal stakeholders regarding administrative procedures, documentation requirements, and service-related questions.
• Collaborate with cross-functional teams to ensure accurate and efficient service delivery.
• Generate and review standard reports using internal systems and tools to identify trends, support decision-making, and maintain reporting accuracy.
• Provide guidance and knowledge sharing to colleagues on standard procedures, processes, and technical topics.
• Assist with training activities, procedural updates, special projects, and continuous improvement initiatives.
• Identify opportunities to enhance workflows and contribute to improvements in operational efficiency.
• Support a positive client experience by providing reliable, timely, and professional service.

Requirements

• 2+ years of experience in client service, financial services, retirement plan operations, or a related field required.
• Equivalent experience through education, training, military experience, or relevant professional background may be considered.
• Knowledge of qualified and non-qualified benefit plan payment distributions is a plus.
• Familiarity with plan documents, administrative procedures, contracts, and financial service products is beneficial.
• Strong written and verbal communication skills with the ability to explain processes clearly to clients and colleagues.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and accuracy when handling financial information and administrative processes.
• Ability to work independently while also collaborating effectively within a team environment.
• Strong analytical, problem-solving, reading comprehension, and basic mathematical skills.
• Ability to quickly respond to client needs while maintaining a high level of service quality.
• Limited travel may occasionally be required.
• For Client Service Specialist II consideration, 4+ years of relevant experience is preferred.

Benefits

• Competitive hourly compensation ranging from approximately $20.34 to $40.96 per hour depending on location, experience, and level.
• Potential bonus opportunities for eligible employees.
• Remote, hybrid, and in-office work options depending on location and business needs.
• Paid time off program for vacation, personal needs, and short-term illness.
• Pension eligibility.
• Comprehensive benefits designed to support physical, financial, and social well-being.
• Opportunities to develop expertise in financial services, retirement operations, and client relationship management.
• Supportive work environment focused on collaboration, inclusion, and professional growth.