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Client Experience Support Specialist
A company is looking for a Client Experience Support Specialist to provide support to small business owners with their 401(k) plan administration. 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 Consistently meet department Service Level Agreements (SLAs) for client interactions 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 Designated workspace and high-speed internet connection for remote work Growth mindset and adaptability to handle stressful situations
A company is looking for a Client Experience Support Specialist to provide support to small business owners with their 401(k) plan administration.
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
Consistently meet department Service Level Agreements (SLAs) for client interactions
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
Designated workspace and high-speed internet connection for remote work
Growth mindset and adaptability to handle stressful situations
