Client Services Representative (CONTRACT) Hybrid - Flexible Options

Job Responsibilities

• Provide world-class customer service through email, phone, and other client communication channels.
• Serve as the primary point of contact for client relationships, including retention, issue resolution, communications, and product-related support.
• Apply industry knowledge and problem-solving skills to meet goals and support client needs independently.
• Identify, analyze, and document client business needs by gathering specifications, conducting research, and recommending solutions.
• Aid clients with questions regarding Safe Harbor IRA account setup and transfers with outside Third Party Administrator firms.

Preferred Qualifications

• Bachelor’s degree or equivalent experience preferred
• 2+ years of experience in operational role including professional phone and e-mail correspondence
• Functional/technical skills
• Ability to work under tight deadlines
• Strong, clear communication (both written and oral English), including influencing skills
• Proficient with Microsoft Excel, Word, and Outlook

Work Mode

Worked in a hybrid environment, collaborating in our Denver office 2 days per week while managing responsibilities effectively in a remote setting.

Pay

Hourly range $25-30/hr

Benefits

Details on benefits are not specified in this posting.

Schedule

Details on schedule are not specified in this posting.