Client Relations Specialist
4 weeks ago
Job Description
Title: Client Relations Specialist - Triage Support
Location: Hybrid - Braintree Hill Park, MA metro area ONLY
Key Responsibilities:
- Client Issue Resolution: Research and resolve client-reported issues, utilizing strong problem-solving skills to make a real difference.
- Prioritization: Master the art of assessing and prioritizing client requests based on their impact and urgency, ensuring every client feels valued.
- Technical Troubleshooting: Collaborate with talented programmers to uncover and resolve system defects, with your input being valued and pivotal to our success.
- Communication: Transform complex concepts into clear, relatable explanations that resonate with clients, enhancing their understanding and confidence.
- Support: Be the cornerstone of our commitment, providing around-the-clock assistance for retirement plan clients and ensuring their peace of mind.
- Expertise Development: Become a subject matter expert on the functionality and products of retirement solutions systems, empowering both you and our clients.
- Collaboration: Partner with product owners and development teams to address system needs, driving innovation and efficiency together.
Requirements:
- Bachelor's degree and 2 years of work-related experience or Master's degree or 4 years equivalent work-related experience - Retirement Plan Services experience a MUST
- Knowledge of retirement plan industry is REQUIRED
- Customer Service experience as it relates to Retirement Services
- Attention to detail, Multitasking skills, Curiosity and the desire to learn
- Ability to communicate concisely and effectively verbally and in writing
- Efficient time management with strong organizational skills and able to work in a fast-paced team environment
- Solid computer skills and general knowledge of qualified plan systems like TRAC
- Able to work in the local office 6 days per month
- SQL, PowerSelect, or TSO knowledge a plus
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