Client Experience Specialist I — Financial Services Support

Security Benefit; Overland Park, Northern (KS, KY); Hybrid; USD 30,000 - 40,000; Full time

Benefits offered by this job

PTO and holidays (33 days)

Parental leave after 90 days

401(k) with company match

Educational assistance

Job summary

Security Benefit is seeking a Client Experience Specialist I to handle inbound service inquiries from clients, financial advisors, and distribution partners at our Overland Park, KS office. The role emphasizes accurate, professional support aligned with our brand voice and service model.

Starting pay is $25.33/hour with options for three shift schedules. The role reports to the Manager, Experience Center Operations and requires onboarding and ongoing training to build product knowledge and

Qualifications

• Associate’s or Bachelor’s degree in Business, Finance, Communications, or a related field.
• Minimum 3 years in a contact center, customer service, or call center.
• Experience handling financial service inquiries and transactions (banking, insurance, brokerage, 401(k), etc.).
• Strong verbal communication and client-focused service orientation.
• CRM, telephony platforms, and Microsoft 365 proficiency.
• Experience in financial services preferred.

Responsibilities

• Respond to inbound calls and service inquiries from clients, financial advisors/agents, and distribution partners, delivering accurate, professional support.
• Navigate inquiries about account information, transaction status, policy details, and product questions using established call handling guides.
• Document all interactions in the CRM system in accordance with data quality and compliance standards.
• Apply escalation frameworks to route complex or sensitive inquiries to Senior Associates or subject matter experts.
• Consistently meet performance goals (FCR, Calls Per Day, CSAT, Adherence) and quality monitoring expectations.
• Rapidly build working knowledge of Security Benefit’s annuity and retirement plan products, systems, and service procedures through onboarding and ongoing training.

Skills

Verbal communication

Customer service

Call center experience

Education

Associate’s or Bachelor’s degree in Business/Finance/Communications

Tools

CRM systems

Telephony platforms

Microsoft 365

Job description

Security Benefit is seeking a Client Experience Specialist I to handle inbound service inquiries from clients, financial advisors, and distribution partners at our Overland Park, KS office. The role emphasizes accurate, professional support aligned with our brand voice and service model.

Starting pay is $25.33/hour with options for three shift schedules. The role reports to the Manager, Experience Center Operations and requires onboarding and ongoing training to build product knowledge and