Job Description
The Client Success Specialist is a pivotal role in establishing and nurturing the right client experience through direct client interactions. This role will answer and route all client support questions via inbound email, phone, our CRM and chat feature. Clients may include plan sponsors, advisors, third party administrators and other interested parties. This role is a 100% remote position. CORE RESPONSIBILITIES
Qualifications
COMPETENCIES
CLIENT SERVICE - Keeps internal and external clients in mind at all times. Proactively address client concerns and guide them through the support process for quick and effective issue resolutions.
ANALYTICAL - Ability to quickly diagnose problems and solve them with little to no supervision.
LEADERSHIP - Demonstrated success at proactively identifying ways to improve the client experience and executes effective plans to activate the ideas.
ORGANIZED - Thrives in a quick-deadline environment managing multiple clients, priorities, and requests at different levels of completion.
COMMUNICATION - Clear, polished, and professional spoken and written communications skills. Has the ability to explain and break down complex ideas with easy-to-understand instructions.
401K KNOWLEDGE - Clear knowledge of administering all aspects of 401(k) plan, including but not limited to 5500s, compliance testing, safe harbor, census, and annual auditing for retirement plans.
POSITIVITY - Has positive-minded demeanor that puts clients at ease, and enables rapid relationship building.
ACCOUNTABILITY - Takes personal responsibility for the quality, accuracy, and timeliness of work, and achieves results with little oversight. Stays focused on work and makes the best use of time and resources. Excellent follow through and communication of updates.
EXPERIENCE
Additional Information
This is a full-time salaried position that is 100% remote. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.
We are focused on building a diverse and inclusive workforce. If you’re excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.
Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.