Customer Service Specialist

Customer Service Specialist (Retirement Plans)

Are you detail-oriented, analytical, and passionate about helping others? We're seeking a Customer Service Specialist to support retirement plan administration by assisting with plan setup, onboarding, data review, and ongoing client support.

In this role, you'll work directly with employers to ensure retirement plans are established accurately, data is processed correctly, and complex regulations are followed. This is an excellent opportunity for someone with strong administrative skills, critical thinking abilities, and experience working with detailed financial or retirement plan information.

• Support the setup and onboarding of new retirement plans
• Review and import data while ensuring accuracy and compliance
• Balance transactions and troubleshoot discrepancies
• Communicate with employers regarding plan setup and ongoing plan needs
• Interpret and apply retirement plan rules, regulations, and processes
• Process administrative tasks requiring strong attention to detail
• Analyze information and resolve issues using critical thinking skills

• Experience or knowledge of retirement plan administration
• Experience with data review, data imports, and balancing transactions
• Strong critical thinking and problem-solving skills
• Ability to understand and apply complex rules and regulations
• Excellent attention to detail and accuracy
  
  Strong organizational and administrative processing skills

• Experience supporting new business onboarding
• Strong customer service and communication skills
• Experience coordinating with clients, employers, or external stakeholders

• Customer Service Representative
• Customer Support Specialist
• Benefits Administrator
• Administrative Assistant

If you enjoy working with detailed information, solving problems, and helping clients navigate important retirement benefits, we'd love to hear from you!