Client Services Specialist

5 days ago


Rapid City, South Dakota, United States BCforward Full time
Job Title: Client Services Specialist

BCforward is seeking a highly motivated Client Services Specialist to join our team in Pennington, NJ. As a key member of our Wealth Management Operations team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Provide timely and effective resolution of complex client issues and escalated complaints.
  • Stay up-to-date on new product developments and process enhancements impacting our HBS products and services.
  • Assist with regulatory and audit assessments as required.
  • Provide efficient and courteous service to internal associates and external clients.
  • Perform vendor oversight functions to ensure SLAs are met.
  • Support team members with workload management and special projects.
Requirements:
  • Experience in operations, wealth management, retirement, 401k, customer services, or financial services.
  • Ability to work in Excel and perform tasks such as sorting, filtering, and summing.
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. To learn more about our company culture and values, please visit our website.



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