Client Support – Wealth & Retirement

Retirement Plan Consultants

Norfolk, NE, United States
On-site
Exceptional service delivery
Resolve customer issues via phone
Process client requests and forms
Retirement Plan Consultants is seeking a Client Support Specialist to provide exceptional service to clients regarding wealth and retirement plans. The ideal candidate should possess strong communication skills, attention to detail, and a dedication to customer service in a fast-paced environment

Job Summary

  • Deliver exceptional service and resolve customer issues effectively via phone and email interactions.
  • Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.
  • We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful.

Matching Summary

Match Score: 85

Retirement Plan Consultants is seeking a Client Support Specialist to provide exceptional service to clients regarding wealth and retirement plans. The ideal candidate should possess strong communication skills, attention to detail, and a dedication to customer service in a fast-paced environment.

Skills & Requirements

Must-have

  • Exceptional service delivery
  • Resolve customer issues via phone
  • Process client requests and forms
  • Handle challenging industry questions
  • Assist with technical website issues
  • Maintain accurate client information

Nice-to-have

  • Proactive and solution-oriented mindset
  • Genuine passion for helping others
  • Thrive in a fast-paced environment
  • Build strong client relationships
  • Service personality with expert knowledge

Key Requirements

  • Excellent communication skills (verbal/written)
  • Strong attention to detail
  • Ability to multitask
  • Basic computer skills
  • Patience and empathy
  • Positive attitude

Work Rights

Not specified

Tailored Resume

Cover Letter