Client Service Specialist
Our Company
Our firm has been around for about 14 years. Our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally. We work with businesses, churches, and schools to provide a quality retirement plan for their employees. We are focused on providing a customized plan to assist participants on their way to retirement. Employees are part of an organization that has established an outstanding reputation for quality services. We believe your role in the Firm should lead to personal growth and opportunity for advancement.
Job Summary
In this position, you will work within a team to complete the following work daily.
- Work within a team to answer any incoming & outgoing phone calls throughout the day
- Understand all forms & answer general questions about the forms
- Learn and answer general website questions
- Oversee incoming emails according to the schedule provided
- Add tasks to team workflow based on incoming forms & inquiries
- Review and approve client forms
- Prepare and mail client communications
- Serve as a relationship manager for an assigned group of clients
Preferred Experience/Skills
- Strong customer service experience via phone and email is desired.
- Strong computer skills (Microsoft Office Suite)
- Excellent communication skills
- Desire to provide the best possible experience for the client
Why Work Here
Working at Retirement Plan Consultants/Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values.
Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there.
We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.
At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
- Generous PTO and holiday schedule, with extra time off for community service and your birthday
- Multiple health insurance plans to choose from
- 401(k) with immediately vested employer matching
- Integrity-paid HSA contributions for eligible health plans
- Employee ownership program after one year, which grants meaningful ownership in Integrity’s ongoing success