Job Description
**Join Our Team as a Client Experience Support Specialist!**
Are you passionate about helping small business owners succeed? Do you thrive in a fast-paced, client-focused environment? If so, we have the perfect opportunity for you! This is a fully remote position available in select states across the U.S., offering you the flexibility to work from home while making a meaningful impact.
**Why Join Us?**
We believe in empowering entrepreneurs and supporting our team members' growth. By joining our company, you'll be part of a mission-driven organization that has helped launch over 20,000 businesses and create nearly 100,000 jobs. If you're ready to be part of something bigger, we'd love to meet you!
**Our Core Values**
- **Adaptability**: Embrace change, seek solutions, and help others navigate challenges.
- **Connection**: Build relationships, support your teammates, and grow together.
- **Excellence**: Go above and beyond, step outside your comfort zone, and strive for continuous improvement.
**Your Role as a Client Experience Support Specialist**
As a Client Experience Support Specialist, you will play a crucial role in assisting small business owners with their 401(k) plans. You will provide outstanding customer support by answering questions, guiding clients through electronic processes, and ensuring they meet important filing deadlines. This role involves high-volume client communication via calls and emails, requiring strong problem-solving skills and a commitment to exceptional service.
**What You'll Do**
- Respond promptly to client inquiries, ensuring timely and effective communication.
- Develop a strong understanding of 401(k) plans and the 5500-filing process.
- Maintain department service level agreements (SLAs) for calls, voicemails, emails, and customer satisfaction metrics.
- Guide clients through electronic document signing and ensure timely completion of annual filings.
- Keep accurate records in our customer relationship management (CRM) system.
- Upload and organize investment management statements in the appropriate accounts.
- Monitor client accounts for pending documentation and follow up accordingly.
- Conduct proactive outreach to remind clients about deadlines and required actions.
- Participate in training and development to become a subject matter expert in 401(k) administration.
- Provide exceptional support across various client interactions, demonstrating a passion for delivering outstanding service.
**Additional Responsibilities**
- Utilize e-signature software to send and track client documents.
- Assist Account Specialists with workflow management when needed.
- Contribute to team and departmental initiatives.
- Take on additional tasks as required.
**What We're Looking For**
**Traits:**
- **Growth Mindset**: Open to learning and professional development.
- **Adaptability**: Thrives in a dynamic, fast-changing environment.
- **Client-Focused**: Skilled at handling customer interactions with care and professionalism.
- **Proactive Communicator**: Addresses concerns directly and efficiently.
- **Resilient**: Confident in tackling challenges and problem-solving.
- **Quick Learner**: Self-starter who can grasp new concepts and processes independently.
**Skills & Competencies:**
- 1-2 years of experience in customer service or client support.
- Strong verbal and written communication skills.
- Proficiency in CRM software and Microsoft Office Suite.
- Ability to multitask and manage time effectively.
- Excellent attention to detail and problem-solving abilities.
- Experience in the finance industry is a plus.
**Work-From-Home Requirements**
- A dedicated workspace to ensure a productive work environment.
- High-speed internet connection to support remote work needs.
**Compensation & Benefits**
- Competitive pay: $20 per hour (equivalent to an annual salary of $41,600).
- Comprehensive health benefits, including a free premium option.
- Paid parental leave and a generous 401(k) match.
- Three weeks of Paid Time Off plus 11 paid holidays.
- Career growth opportunities with ongoing training and leadership support.
- Flexible work arrangements with company-provided equipment.
- A vibrant, inclusive, and award-winning company culture.
If you're looking for a remote opportunity with a growing and stable company, apply today and take the next step in your career!
Employment Type: Intern
Salary: $ 20.00 Per Hour
Job Tags
Hourly pay, Holiday work, Internship, Work from home, Flexible hours,