Strongpoint Partners

Client Service Specialist, KGA

Strongpoint Partners

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Salary

💰 $50,000 - $60,000 per year

About the role

  • Provide day-to-day client support and respond to inquiries from clients and advisors
  • Serve as the initial point of contact and route requests to the appropriate team members
  • Maintain and manage client CRM and workflow systems
  • Organize and maintain confidential retirement plan documentation, network folders, and related records
  • Create and update email templates; manage mass client communications
  • Support special projects for the Operations and Pension Administration teams
  • Provide technical support and troubleshoot issues within the client portal

Requirements

  • Bachelor’s degree preferred (or equivalent professional experience)
  • 2+ years of office experience
  • 2+ years of client service experience
  • Experience working in a fast-paced, client-facing environment
  • Prior experience in Pension or Retirement Plan Administration preferred
  • Strong proficiency in Microsoft 365 (Outlook, Excel, Word, Teams, etc.)
  • Experience with Adobe Acrobat (creating/editing fillable forms, merging documents) preferred
  • Excellent written and verbal communication skills
  • Strong organization, prioritization, and problem-solving abilities
  • Ability to manage multiple deadlines and work effectively under pressure
  • Self-starter who can work independently and collaborate with a team
  • Strong time management skills with a proactive, detail-oriented mindset.
Benefits
  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.
Applicant Tracking System Keywords

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

Hard Skills & Tools
client servicePension AdministrationRetirement Plan Administrationtechnical supporttroubleshootingdocument managementemail template creationmass client communicationsworkflow managementCRM management
Soft Skills
written communicationverbal communicationorganizationprioritizationproblem-solvingtime managementindependencecollaborationattention to detailability to work under pressure
Certifications
Bachelor’s degreeequivalent professional experience