Customer Service Representative
2 weeks ago
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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