FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Support – Wealth & Retirement
Integrity Marketing Group LLCClient Service Specialist serving as first point of contact for clients of Retirement Plan Consultants. Delivering exceptional service and supporting participants with retirement plans and services from Norfolk or Des Moines.
About the role
Key responsibilities & impact- Deliver exceptional service and resolve customer issues effectively via phone and email interactions.
- Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.
- Handling and de-escalating challenging industry questions while maintaining professionalism and composure.
- Assist participants with technical issues regarding the website, app or our forms.
- Review and update internal processes based on client feedback.
- Keen attention to detail in managing client information, processing requests, and ensuring accuracy in all interactions.
- Keep up to date with the changing landscape of the industry through scheduled webinars, trainings and team meetings.
Requirements
What you’ll need- Communication Skills: Ability to communicate with customers clearly and effectively, both verbally and in email.
- Problem-Solving Skills: Capability to handle and resolve customer issues or complaints efficiently and professionally.
- Patience and Empathy: Being patient and understanding, especially when dealing with frustrated or upset customers.
- Basic Computer Skills: Familiarity with using computers, including navigating office software, and handling email and other digital communication tools.
- Attention to Detail: Being meticulous in handling customer requests and maintaining accurate records.
- Positive Attitude: A friendly and upbeat demeanor can enhance customer interactions and contribute to a better customer experience.
Benefits
Comp & perks- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communication skillsproblem-solving skillspatienceempathyattention to detailpositive attitude