Client Experience Specialist – Retirement Solutions
Job in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-07-17
Listing for:
American Trust Retirement
Full Time
position Listed on 2026-07-17
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Technical Support, Customer Success Mgr./ CSM
Job Description & How to Apply Below
American Trust Retirement is seeking a Participant Experience Specialist to provide high-quality, time-sensitive service to customers in Lexington, KY or Cordova, TN. You will answer questions about retirement plan solutions with a focus on knowledge, problem solving, and policy adherence.
Responsibilities include educating customers, maintaining strong communication, and meeting service level goals. Experience in customer service and familiarity with financial services are a plus, with a bonus
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