Client Support – Wealth & Retirement

Client Support – Wealth & Retirement

Retirement Plan Consultants – Norfolk, Nebraska or Des Moines, Iowa

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service. We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful.

Retirement Plan Consultants offers big‑city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

We are seeking a highly motivated and customer‑oriented individual to join our team as a Client Service Specialist. In this role, you will be the first point of contact for our valued clients, providing exceptional service and support. The ideal candidate possesses excellent communication skills, both verbal and written, along with a proactive and solution‑oriented mindset. You should have a strong attention to detail, the ability to multitask, and a genuine passion for helping others.

If you thrive in a fast‑paced environment, enjoy building relationships, and are committed to delivering exceptional client service, we would love to hear from you!

• Deliver exceptional service and resolve customer issues effectively via phone and email interactions. A great deal of work for this position will be completed via phone interactions.
• Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.
• Handling and de‑escalating challenging industry questions while maintaining professionalism and composure.
• Assist participants with technical issues regarding the website, app or our forms.
• Review and update internal processes based on client feedback.
• Keen attention to detail in managing client information, processing requests, and ensuring accuracy in all interactions.
• Keep up to date with the changing landscape of the industry through scheduled webinars, trainings and team meetings.

• Communication
  
  Skills:
  
  Ability to communicate with customers clearly and effectively, both verbally and in email.
• Problem‑Solving
  
  Skills:
  
  Capability to handle and resolve customer issues or complaints efficiently and professionally.
• Patience and Empathy:
  Being patient and understanding, especially when dealing with frustrated or upset customers.
• Basic Computer
  
  Skills:
  
  Familiarity with using computers, including navigating office software, and handling email and other digital communication tools.
• Attention to Detail:
  Being meticulous in handling customer requests and maintaining accurate records.
• Positive Attitude: A friendly and upbeat demeanor can enhance customer interactions and contribute to a better customer experience.

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

Retirement Plan Consultants, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Retirement Plan Consultants, LLC will provide reasonable accommodations for qualified individuals with disabilities.