Client Services Representative

• Provide high quality, phone and email-based customer service regarding 401k Defined Contribution Plan
• Respond to all incoming calls from clients, brokers, & Third-Party Administrators
• Provide information regarding retirement account details, payments/transactions, products, and application status
• Provide professional service to internal and external customers
• Resolve escalated customer complaints
• Utilize multiple computer-based administration systems to resolve complex issues
• Set and meet client expectations for complex issue resolution and follow-up

Client Service Manager

Client Services Manager

Client Services Coordinator II

Client Support Supervisor

Client Services Associate

Client Services Specialist