Retirement Plans Client Success Specialist

Fairygodboss; Louisville (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role is crucial for developing and maintaining client relationships for retirement plan services.

The ideal candidate will possess strong communication skills and a Bachelor's Degree, with at least 1 year of customer service experience. Proficiency in Microsoft Office is required.

Join a team driven by core values such as integrity, service excellence, and inspiring innovation.

Qualifications

• At least 1 year in a customer service environment.
• Experience in a client service environment, ADP payroll or 401(k) preferred.
• Ability to learn quickly and work on multiple projects simultaneously.

Responsibilities

• Act as the primary contact for day-to-day retirement plan matters.
• Communicate with clients regarding service delivery and troubleshoot issues.
• Coordinate education programs for clients and employees.

Skills

Customer service

Communication skills

Relationship-building

Time management

Problem-solving skills

Education

Bachelor's Degree

Graduating December 2024/May 2025

Tools

Microsoft Office (Word, Excel, Outlook)

Proprietary tools (Omni Plus, Power Image, Clarify)

Job description

Fairygodboss is hiring a Client Service Specialist in Louisville, Kentucky. This role is crucial for developing and maintaining client relationships for retirement plan services.

The ideal candidate will possess strong communication skills and a Bachelor's Degree, with at least 1 year of customer service experience. Proficiency in Microsoft Office is required.

Join a team driven by core values such as integrity, service excellence, and inspiring innovation.