Client Service Specialist

PCS Retirement

Client Service Specialist role at PCS Retirement, ensuring high-quality client support in a remote environment. Collaborating with advisors and sponsors to enhance client satisfaction and retention goals.

Posted 6/19/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $56,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and prioritize a shared team queue, ensuring all client requests and issues are addressed accurately and within established timeframes
Handle a wide range of plan sponsor, advisor, and TPA requests from basic to complex- including plan-level changes and reconciliations
Take full ownership of each case from intake through resolution, ensuring all activities, updates, and issues are handled accurately and on time, with proactive identification and escalation of risks or gaps
Deliver a high level of service through responsive, clear, and solution-oriented communication
Collaborate with internal teams to resolve issues efficiently and ensure a seamless experience for clients
Participate in a structured phone schedule, handling inbound and outbound calls to support client needs and team service levels
Review client data for accuracy and maintain strict adherence to confidentiality and PII security standards
Demonstrate efficiency and flexibility in overseeing detailed processes within a fast-paced, high-volume environment with shifting priorities
Support team coverage needs, including assisting during high-volume periods and cross-functional tasks as needed
Participate in team meetings, training, and ongoing professional development
Maintain a professional demeanor and collaborate effectively with peers and leadership
Perform other duties as assigned

Requirements

What you’ll need

3-5 years of client service and/or relationship management experience required, preferably in the retirement industry
Bachelors’ degree is preferred but not required
ASPPA certifications preferred but not required
Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and services
An understanding of financial industry operations, mutual fund classification, trading and general banking practices
Experienced in coordinating and running client meetings in person and virtually
High level of accountability and ownership of assigned cases
Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
Reasoning and problem-solving skills to research and resolve general problems
Technical proficiency and highly adaptive to learning and working in multiple systems.
Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
Work independently and in a team environment as well as support broader initiatives with guidance from a supervisor
Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries
Learn and understand the various legal documents required by various companies in order to process client requests
Learn and apply new information, skills, and processes quickly including the various regulations, back-office systems and plan document materials
Read and interpret financial statements.

Benefits

Comp & perks

401(k) match
medical
dental
vision
life insurance
short and long term disability
paid-time off

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client servicerelationship management401k plans403b plans457 plansfinancial industry operationsmutual fund classificationtrading practicesMicrosoft Officedata analysis

Soft Skills

organizational skillstime managementproblem-solvingcommunication skillsprofessional demeanoraccountabilityflexibilitycollaborationindependencestress management

Certifications

ASPPA certifications