Remote Client Support Specialist - Retirement

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

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.