Customer Service Representative

2 weeks ago


Amherst, New York, United States AP Executive Staffing Full time $40,000 - $70,000 per year

Our client is a growing professional services firm that provides retirement plan administration and consulting for a wide range of businesses. Their team helps organizations simplify plan management and ensure accurate, compliant support for their employees' retirement benefits.

We are seeking a detail-oriented
Client Services Representative
to join this growing organization. This role will report directly to the Assistant Director of Client Services and will be responsible for:

Key Responsibilities:


• Lead the onboarding of all new plans, ensuring responsibilities are completed accurately and on time


• Manage issue resolution when other service providers encounter challenges


• Provide A+ customer service as one of the first points of escalation


• Collaborate with internal teams and leadership to ensure client satisfaction

Desired Skills and Experience:


• Outstanding written and verbal communication skills


• Proficiency with Excel and strong attention to detail


• Independent, proactive, and organized work style


• Interest in continued learning — company supports RPF certification


• Team-oriented with the flexibility to adapt as responsibilities evolve

Highlights:


• 4-day workweek for 30+ weeks per year (April–Labor Day, October–December)


• Generous PTO and paid holidays


• 401(k) with employer contribution


• Health insurance with employer support


• Annual bonus potential and opportunities for career growth



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