Client Support Specialist

Open — Talentify has a posting for this job. Posted 30 Oct 2026.

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Remote (Central Time Zone Hours)

Monday through Friday 8am to 5pm CST

Looking for a customer-focused professional who enjoys solving problems and making a real impact?

Join a growing retirement services team where you'll serve as a trusted resource for clients, helping them navigate retirement plan administration, payroll integrations, and account-related inquiries. This is an excellent opportunity for someone who enjoys working directly with clients, troubleshooting issues, and building expertise in retirement and financial services.

If you're organized, detail-oriented, and thrive in a fast-paced environment, we'd love to hear from you.

What We're Looking For

Required Qualifications

• Bachelor's degree required.
• At least 1 year of recent experience in:
  • Client Support
  • Account Management
  • Financial Services Support
• Experience handling a high volume of inbound client inquiries.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word.
• Excellent problem-solving and troubleshooting abilities.
• Strong attention to detail and documentation skills.
• Ability to learn technical processes and explain them clearly to clients.

Preferred Experience

• Payroll processing or payroll systems
• Benefits administration
• HRIS platforms
• Compliance, auditing, or data validation
• CRM and ticket management systems such as Salesforce, Zendesk, or Service Now

What You'll Do

As a Client Support Specialist, you'll act as a primary point of contact for clients and provide exceptional support on retirement plan operations and related processes.

Key Responsibilities

• Respond to client inquiries regarding retirement plan transactions, payroll feeds, account maintenance, and compliance-related questions.
• Investigate and troubleshoot payroll connectivity and data transmission issues.
• Identify recurring trends and recommend solutions to improve client experiences.
• Educate clients on plan features, contribution guidelines, and operational procedures.
• Escalate complex issues to internal specialists and external partners when necessary.
• Maintain detailed and accurate documentation of client interactions and resolutions.
• Assist with annual testing, reporting, data collection, and validation activities.
• Follow established procedures and service standards to ensure accurate and compliant support.

Success in This Role Looks Like

• Providing timely, accurate, and professional client support.
• Meeting service-level expectations and turnaround times.
• Building confidence with retirement plan processes and payroll integrations.
• Maintaining high-quality documentation and attention to detail.
• Becoming a trusted resource for clients and internal stakeholders.

If you're a motivated customer service professional who enjoys helping clients, solving problems, and building expertise in financial and retirement services, we'd love to connect with you.

Job Type & Location

This is a Permanent position based out of Chicago, IL.

Pay and Benefits

The pay range for this position is $24.00 - $31.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent…