Client Service Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $56k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Manage and prioritize a shared team queue, ensuring all client requests and issues are addressed accurately and within established timeframes • Handle a wide range of plan sponsor, advisor, and TPA requests from basic to complex- including plan-level changes and reconciliations • Take full ownership of each case from intake through resolution, ensuring all activities, updates, and issues are handled accurately and on time, with proactive identification and escalation of risks or gaps • Deliver a high level of service through responsive, clear, and solution-oriented communication • Collaborate with internal teams to resolve issues efficiently and ensure a seamless experience for clients • Participate in a structured phone schedule, handling inbound and outbound calls to support client needs and team service levels • Review client data for accuracy and maintain strict adherence to confidentiality and PII security standards • Demonstrate efficiency and flexibility in overseeing detailed processes within a fast-paced, high-volume environment with shifting priorities • Support team coverage needs, including assisting during high-volume periods and cross-functional tasks as needed • Participate in team meetings, training, and ongoing professional development • Maintain a professional demeanor and collaborate effectively with peers and leadership • Perform other duties as assigned

🎯 Requirements

• 3-5 years of client service and/or relationship management experience required, preferably in the retirement industry • Bachelors’ degree is preferred but not required • ASPPA certifications preferred but not required • Knowledge of 401k plans and/or 403b, 457 plans, as well as a basic understanding of the full suite of PCS Retirement products and services • An understanding of financial industry operations, mutual fund classification, trading and general banking practices • Experienced in coordinating and running client meetings in person and virtually • High level of accountability and ownership of assigned cases • Strong organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines • Reasoning and problem-solving skills to research and resolve general problems • Technical proficiency and highly adaptive to learning and working in multiple systems. • Proficiency in using required software applications, including Microsoft Office applications (specifically, Word, Excel, PowerPoint and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms • Work independently and in a team environment as well as support broader initiatives with guidance from a supervisor • Work well under stress created by time deadlines, workflow volume changes and telephone/associate inquiries • Learn and understand the various legal documents required by various companies in order to process client requests • Learn and apply new information, skills, and processes quickly including the various regulations, back-office systems and plan document materials • Read and interpret financial statements.

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off