Client Services Specialist

JOB SUMMARY:

Assists and resolves retirement plan sponsors or client’s direct requests and issues by answering incoming calls, making outbound calls and responding to emails all while delivering the ultimate client experience.

ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Responds to internal and external inquiries (via phone and/or email) with clarity, efficiency and timeliness.
• Escalates issues per departmental protocol.
• Understands complex information with the ability to verbalize confidently.
• Acts as a liaison internally with regard to sponsor or client requests.
• Makes outbound calls to resolve sponsor or client requests if additional research is needed.
• Assists with special projects and supports other employees as needed.
• Trains other employees as needed.
• Regular, reliable and punctual attendance.
  
  

Managementresponsibilities (none)

REQUIRED EDUCATION,EXPERIENCEANDCERTIFICATES,LICENSES,REGISTRATIONS

• 1-2 years of experience in Customer Service, Accounting or Finance.
• Proficiency in MS Office, emphasis on Excel and Word.
  
  

Preferred (but Not Required)education Or Skillsfor This Role Are

• Bachelor’s degree or an equivalent combination of education and experience.
• Knowledge of retirement plan administration.
• Experience with DST platform is a plus.
• ASPPA certification
  
  

COMPETENCIES

• Written and Verbal Communication Skills
• Sound Judgement
• Detail Oriented
• Problem Solving Skills
• Client Oriented
• Team Player
• Planning and Organizing
• Resourceful
• Thoroughness
• Personable
• Persistent
• Team Player
  
  

TRAVEL: Up to 5%

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

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