Client Service Representative (Hybrid)
$60,000–$75,000 year
HybridPhoenix, Arizona, United States
Job Summary
Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries. Assist in processing participant and plan-level transactions, such as contributions, distributions, and plan updates, in accordance with established procedures. Coordinate with internal departments to ensure accurate and timely completion of client deliverables, prepare required documents and reports, and log communications in CRM systems. Monitor deadlines, follow up on open items, and escalate complex requests to senior representatives. Support onboarding activities for new client accounts and plan transitions, assisting in data collection and setup. Participate in team initiatives to streamline service workflows and reinforce compliance best practices.
Required Qualifications
- Associate or Bachelor's degree in business, finance, or a related field, or equivalent work experience
- 1+ years of experience in financial services, retirement plan administration, or client account support
- Working knowledge or interest in retirement plans (401(k), 403(b), defined benefit, etc.) and related regulations (ERISA, IRS, DOL)
- Strong organizational, analytical, and communication skills with attention to accuracy and confidentiality
- Proficiency in Microsoft Office Suite and familiarity with CRM or recordkeeping systems
- Customer focus and relationship building
- Client service orientation and professional communication
- Strong attention to detail with commitment to data integrity
- Ability to manage competing priorities in a deadline-driven environment
- Collaboration across teams and functional areas
- Problem-solving and willingness to learn complex financial processes
- Adherence to compliance, confidentiality, and ethical standards
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