Client Support Specialist

Aston Carter; United States; Remote; USD 33,000 - 43,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Paid Time Off

Job summary

Aston Carter is seeking a Client Support Specialist to provide expert support for retirement plan operations, client inquiries, and related processes in a fully remote role. You’ll troubleshoot issues, educate clients on plan features, and maintain thorough documentation while delivering timely, accurate service.

Based in the United States with CST hours, this role emphasizes problem solving, strong communication, and teamwork across internal and external partners.

Qualifications

• Bachelor's degree required.
• At least 1 year of experience in client support, account management or financial services support.
• Experience handling a high volume of inbound client inquiries.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word.
• Excellent problem-solving and troubleshooting abilities.
• Strong attention to detail and documentation skills.
• Ability to learn technical processes and explain them clearly.

Responsibilities

• Respond to client inquiries regarding retirement plan transactions, payroll feeds, account maintenance, and compliance-related questions.
• Investigate and troubleshoot payroll connectivity and data transmission issues.
• Identify recurring trends and recommend solutions to improve client experiences.
• Educate clients on plan features, contribution guidelines, and operational procedures.
• Escalate complex issues to internal specialists and external partners when necessary.
• Maintain detailed and accurate documentation of client interactions and resolutions.
• Assist with annual testing, reporting, data collection, and validation activities.
• Follow established procedures and service standards to ensure accurate and compliant support.

Skills

Client Support

Account Management

Financial Services

MS Office

Problem Solving

Attention to Detail

Tech Processes

Education

Bachelor's degree

Tools

Salesforce

Zendesk

ServiceNow

Job description

Client Support Specialist

Remote (Central Time Zone Hours)

Monday through Friday 8am to 5pm CST

Looking for a customer-focused professional who enjoys solving problems and making a real impact?

Join a growing retirement services team where you'll serve as a trusted resource for clients, helping them navigate retirement plan administration, payroll integrations, and account-related inquiries. This is an excellent opportunity for someone who enjoys working directly with clients, troubleshooting issues, and building expertise in retirement and financial services.

If you're organized, detail-oriented, and thrive in a fast-paced environment, we'd love to hear from you.

What We're Looking For

Required Qualifications

• Bachelor's degree required.
• At least 1 year of recent experience in:
  • Client Support
  • Account Management
  • Financial Services Support
• Experience handling a high volume of inbound client inquiries.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word.
• Excellent problem-solving and troubleshooting abilities.
• Strong attention to detail and documentation skills.
• Ability to learn technical processes and explain them clearly to clients.

Preferred Experience

• Retirement plans (401(k), 403(b), pension plans, etc.)
• Payroll processing or payroll systems
• Benefits administration
• Financial services
• HRIS platforms
• Compliance, auditing, or data validation
• CRM and ticket management systems such as Salesforce, Zendesk, or ServiceNow

What You'll Do

As a Client Support Specialist, you'll act as a primary point of contact for clients and provide exceptional support on retirement plan operations and related processes.

Key Responsibilities

• Respond to client inquiries regarding retirement plan transactions, payroll feeds, account maintenance, and compliance-related questions.
• Investigate and troubleshoot payroll connectivity and data transmission issues.
• Identify recurring trends and recommend solutions to improve client experiences.
• Educate clients on plan features, contribution guidelines, and operational procedures.
• Escalate complex issues to internal specialists and external partners when necessary.
• Maintain detailed and accurate documentation of client interactions and resolutions.
• Assist with annual testing, reporting, data collection, and validation activities.
• Follow established procedures and service standards to ensure accurate and compliant support.

Success in This Role Looks Like

• Providing timely, accurate, and professional client support.
• Meeting service-level expectations and turnaround times.
• Building confidence with retirement plan processes and payroll integrations.
• Maintaining high-quality documentation and attention to detail.
• Becoming a trusted resource for clients and internal stakeholders.

If you're a motivated customer service professional who enjoys helping clients, solving problems, and building expertise in financial and retirement services, we'd love to connect with you.

Job Type & Location

This is a Permanent position based out of Chicago, IL.

Pay and Benefits

The pay range for this position is $24.00 - $31.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Permanent position based out of Chicago, IL.

Application Deadline

This position is anticipated to close on Nov 3, 2026.

Workplace Type

This is a fully remote position.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.