Client Support Specialist

Description

Are you passionate about helping people and delivering exceptional customer experiences? We’re looking for a Client Support Specialist to manage and support employee benefit plans, including FSA, HRA, HSA, DCA, Parking, Transit, and Lifestyle/Wellness programs. In this role, you’ll play a key part in ensuring our clients and their employees have smooth, accurate, and timely plan administration.

What You’ll Do

• Provide outstanding customer service and support to clients and participants
• Assist clients in understanding plan documentation and compliance requirements
• Collaborate with sales and new business teams to improve client experience
• Prepare client reports and reconcile administrative data accurately
• Monitor payroll files and ensure timely deposits and recordkeeping
• Investigate and resolve client and participant inquiries, escalating issues as needed
• Perform IRS non-discrimination testing and internal operational audits
• Maintain accurate records and keep management informed of any critical issues
• Support cross-functional teams to ensure seamless service delivery

Requirements

• High school diploma or equivalent (Associate or Bachelor’s preferred)
• Proven experience in customer service and benefit administration
• Prior experience with P&A services preferred
• Strong project management skills and ability to multitask efficiently
• Excellent verbal and written communication skills
• Ability to build strong client relationships and maintain long-term partnerships
• Proficiency in Microsoft Excel and other office tools
• Familiarity with CRM tools and client engagement strategies