Client Support Specialist
3 weeks ago
401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast- growth company is seeking a Client Support Specialist to join our team and grow with us. Job Title: Client Support Specialist Report to: Client Services Manager Status: Full Time/Non-Exempt Position Summary: The Client Support Specialist will demonstrateconsistent proficiency in customer service with an emphasis on responding to customer requests and resolving customer issues with utmost courtesy and professionalism. The incumbent will pay great attention to detail in researching requests, and in preparing and distributing notices and disclosures. This position requires schedule flexibility. Job Description: Promote and adhere to the company's core values; Accountability, Communication, Commitment, Service Excellence, Integrity, and Collaboration Address plan sponsor and participant requests by telephone, email, or online (e.g. chat, social media) Document each customer encounter with proper internal/external documentation in CRM Assist participants with 401(k) plan inquiries Collaborate with the client support team and other departments to ensure thorough, timely resolutions are provided to clients Compose consistent professional communication Continually maintain knowledge of all company services Maintain and ensure confidentiality of plan and participant information Practice organization and time management skills including prioritizing work and requesting additional work when appropriate Meet or exceed metrics on a consistent basis Job Qualifications: Minimum one year previous customer service experience required; contact center experience preferred Prior experience in the retirement plan industry with a focus in Defined Contribution Plans preferred Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment Exceptional organizational skills, strong attention to detail and ability to multi-task Ability to work independently and also be part of a team environment Proficiency with Excel, Word and Outlook required. Salesforce experience a plus recblid ajb7g73wcn67oc4em5ppp8ovft11i6
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Client Support Specialist
2 hours ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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Client Support Specialist Bilingual
2 hours ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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Client Operations Support Specialist
4 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and privatewealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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Client Support Specialist Bilingual
4 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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Client Operations Support Specialist
3 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and privatewealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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Client Support Specialist Bilingual
2 weeks ago
Altamonte Springs, United States 401k Generation Full time401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial...
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client support specialist
3 hours ago
Colorado Springs, Colorado, United States Embrave Full timeThis position works in 24/7 Residential Community Corrections facility. AS NEEDED - CLIENT SUPPORT SPECIALISTThe Client Support Specialist provides a system of accountability and continuous supervision of the adult offender population by monitoring all residential activities.Ensures security for all staff, residents, and facilities to ensure community...
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Support Specialist
4 weeks ago
Altamonte Springs, United States Rasmussen University Full timeSupport SpecialistThe Support Specialist works in a team environment to support the campus in operating efficiently and effectively while serving students, the team and our community. The Support Specialist will leverage his/her experience in an operations/administrative capacity to support all programs on campus, with a focus on nursing programs. The...
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Support Specialist
2 weeks ago
Altamonte Springs, FL, United States Rasmussen University Full timeSupport Specialist Rasmussen University Altamonte Springs, FL The Support Specialist works in a team environment to support the campus in operating efficiently and effectively while serving students, the team and our community. The Support Specialist will leverage his/her experience in an operations/administrative capacity to support all programs on campus,...
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Support Specialist
10 minutes ago
Altamonte Springs, Florida, United States Rasmussen University Full timeSupport SpecialistRasmussen UniversityAltamonte Springs, FLThe Support Specialist works in a team environment to support the campus in operating efficiently and effectively while serving students, the team and our community. The Support Specialist will leverage his/her experience in an operations/administrative capacity to support all programs on campus,...
