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Client Experience Support Specialist

5 days ago

Pay$20.00 / hour
LocationGeorgia/Vermont
Employment typeFull-Time

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  • Job Description

      Req#: FE6910E4BB
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Salary up to $20 per hour, equivalent to an annual salary of $41,600
      - Opportunity for career advancement and growth within the organization, with over 30% of employees promoted in the last four years
      - Work remotely from the comfort of your home office with company-provided equipment
      - Comprehensive health coverage, competitive salary, paid parental leave, and generous 401(k) match
      - Supportive and collaborative work environment with a focus on employee wellness and work-life balance
      - Be part of an award-winning culture that promotes inclusivity and encourages employee engagement

      What to Expect (Job Responsibilities):
      - Engage with clients by handling inquiries promptly and effectively within scheduled timelines
      - Guide clients through the electronic signing of annual 5500 filings and maintain updated client records
      - Consistently meet department Service Level Agreements (SLAs) for calls, emails, and client interactions
      - Conduct proactive reminder calls to clients regarding required documentation and annual reports
      - Collaborate with team members to provide exceptional support and assist with additional tasks as needed

      What is Required (Qualifications):
      - 1-2 years of experience in customer service or client support roles
      - Strong verbal and written communication skills
      - Proficient in using CRM software and Microsoft Office Suite
      - Ability to manage multiple tasks effectively and demonstrate great attention to detail
      - Comfortable working in a remote environment with a designated workspace and high-speed internet connection

      How to Stand Out (Preferred Qualifications):
      - Experience in the finance industry is a plus
      - Proven ability to de-escalate situations and enhance client relationships
      - Familiarity with the 401(k) filing process or related financial documentation
      - Eager to learn and continuously improve, demonstrating a growth mindset
      - Resilience in handling challenges in less structured environments

      #FinancialServices #RemoteWork #CareerGrowth #ClientSupport #InclusiveCulture
  • About the company

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