401(k) Participant Support Specialist — Flexible Hours

401GO

Sandy (UT)

On-site

USD 21,000 - 34,000

Full time

9 days ago

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Benefits offered by this job

Competitive benefits

Stock options

Flexible work environment

Medical, dental, and vision benefits

Flexible hours

PTO

Job summary

401GO in Sandy, Utah is seeking a General Support Representative to assist 401(k) participants with inquiries via phone and email. You will explain account details, investments, and plan features with clarity, and you will troubleshoot access issues while maintaining a professional, empathetic demeanor.

This full‑time role offers competitive benefits, a flexible work environment, and opportunities for growth in a fintech setting.

Qualifications

Previous customer service experience is required; fintech or 401(k) exposure is a plus.
Ability to explain financial concepts in simple terms and maintain accuracy.
Strong attention to detail and customer-focused mindset.

Responsibilities

Answer participant phone calls promptly with a positive, professional interaction.
Respond to participant emails with accurate information on accounts, investments, and plan details.
Guide participants through the 401(k) enrollment process, plan features, and contribution options.
Troubleshoot account access issues and resolve technical difficulties.
Escalate complex inquiries to specialized departments and ensure timely follow-up.
Maintain up-to-date knowledge of the 401(k) platform, regulations, and company policies.
Document and track interactions and resolutions in the support system.
Identify common pain points and suggest process improvements.