Client Support - Wealth & Retirement

Client Support - Wealth & Retirement

Retirement Plan Consultants

Norfolk, Nebraska or Des Moines, Iowa

About Retirement Plan Consultants

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a "service personality" with expert knowledge.

Job Summary

We are seeking a highly motivated and customer-oriented individual to join our team as a Client Service Specialist. In this role, you will be the first point of contact for our valued clients, providing exceptional service and support. The ideal candidate possesses excellent communication skills, both verbal and written, along with a proactive and solution-oriented mindset. You should have a strong attention to detail, the ability to multitask, and a genuine passion for helping others. If you thrive in a fast-paced environment, enjoy building relationships, and are committed to delivering exceptional client service, we would love to hear from you!

Primary Responsibilities:

• Deliver exceptional service and resolve customer issues effectively via phone and email interactions. A great deal of work for this position will be completed via phone interactions.

• Receive and process client level requests and forms; reviewing for accuracy and quickly resolving issues with participants as they arise.

• Handling and de-escalating challenging industry questions while maintaining professionalism and composure.

• Assist participants with technical issues regarding the website, app or our forms.

• Review and update internal processes based on client feedback.

• Keen attention to detail in managing client information, processing requests, and ensuring accuracy in all interactions.

• Keep up to date with the changing landscape of the industry through scheduled webinars, trainings and team meetings.

Primary Skills & Requirements:

• Communication Skills: Ability to communicate with customers clearly and effectively, both verbally and in email.

• Problem-Solving Skills: Capability to handle and resolve customer issues or complaints efficiently and professionally.

• Patience and Empathy: Being patient and understanding, especially when dealing with frustrated or upset customers.

• Basic Computer Skills: Familiarity with using computers, including navigating office software, and handling email and other digital communication tools.

• Attention to Detail: Being meticulous in handling customer requests and maintaining accurate records.

• Positive Attitude: A friendly and upbeat demeanor can enhance customer interactions and contribute to a better customer experience.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.