Retirement Advocate
You will serve as the primary contact for retirement benefits inquiries, support customers through phone, email, and Zoom, educate clients on retirement plans and fiduciary responsibilities, identify churn risks, resolve plan-related issues, and build trusted customer relationships.
Responsibilities
- Build trust and partnerships through customer interactions
- Provide expert support for retirement benefits inquiries
- Use AI-assisted tools for research and communication
- Identify churn risk and deliver retention solutions
- Build relationships with administrators
- Partner cross-functionally to resolve customer friction
- Address customer concerns proactively
- Resolve plan-related matters
Requirements
- 3–6 years of customer experience
- 1+ years of full-time retirement benefits experience
- 401k retirement plans preferred
- Account management preferred
- Customer support
- Customer success
- Problem-solving
- Complex subject communication
- Salesforce
- Zoom
- Google Suite
- Google Calendar
- Gmail
- Chili Piper
Benefits
- RSUs