Client Services Specialist

12 hours ago


Rapid City, South Dakota, United States Bucher & Christian Consulting, Inc. dba BCforward Full time
Job Title: Client Services Specialist

We are seeking a highly motivated Client Services Specialist to join our team in Pennington, NJ. As a Client Services Specialist, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.

Key Responsibilities:
  • Provide support to the Retirement Onboarding and Operations teams within Wealth Management Operations
  • Assist with the onboarding, plan maintenance, and operational support for Institutional and Personal Retirement clients
  • Responsible for the day-to-day resolution of complex client problems and escalated issues
  • Ensure all customer inquiries and complaints are resolved within corporate policy guidelines and SLAs
  • Stay abreast of new product developments, process enhancements impacting HBS products and services
  • Assist with regulatory and audit assessments as required
  • Provide efficient, courteous service to inquiries and requests from internal associates and external clients
Requirements:
  • Experience in operations, wealth management, retirement, 401k, customer services, and financial services
  • Ability to work in Excel spreadsheet and sort, filter, and sum data
Benefits:

BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual, please submit your application.



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