Applyπ Pacific Standard, Mountain, Central time zones
π§ Full-Time
πΈ 68000.0 - 70000.0 USD per year
π Retirement benefits and financial services
- 3+ years in a role that demonstrates troubleshooting and problem-solving skills.
- At least 1 year of customer service experience with strong verbal and written communication.
- Strong work ethic, ability to work independently, and manage project plans.
- Passion for process improvement and demonstrated ability to lead change.
- Experience with retirement plans or payroll providers and understanding of industry regulations.
- Desire to learn new systems and expand knowledge about the retirement industry.
- Strong focus on quality and PC skills, including G-Suite products.
- Ability to adapt to various client systems and troubleshoot software issues.
- Communicate with customers to identify needs and help establish 401(k) plans.
- Educate and inform newly signed customers about their retirement savings options.
- Collaborate with sales and account management to meet customer needs.
- Drive processes forward, managing stakeholders to keep customers engaged.
- Identify areas for process improvement to facilitate team scaling.
- Serve as the main contact for clients to establish technical integrations with payroll providers.
- Analyze payroll data for accuracy and troubleshoot data flow issues.
- Evaluate data discrepancies and make necessary adjustments.
- Draft procedures for payroll-related information flow compliant with regulations.
- Investigate technology issues and develop implementation solutions.
- Guide clients through data analysis and assist data transmission.
- Communicate professionally with clients focusing on solutions.
- Lead projects for process improvement impacting the business.
Data AnalysisTroubleshootingClient relationship managementProcess improvement
Posted 2 days ago
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