World Insurance Associates is hiring a
Client Services Associate

Summary

Pensionmark Financial Group is hiring a Client Services Associate to assist participants through their financial journey using the company's proprietary SMARTMap Financial Wellness program. The position involves responding to customer inquiries, managing participant interactions in Salesforce, and collaborating with different departments to enhance overall client satisfaction. The ideal candidate should have excellent communication skills, computer proficiency, attention to detail, and the ability to work well in a team environment.

Requirements

• BA/BS degree from an accredited university preferred, but not required
• Previous experience in the finance and/or investment market/securities preferred, but not required
• 1-3 years of experience in customer service, operations support or administrative support role
• Bilingual in Spanish preferred but not required
• Superb verbal, written communication, and interpersonal skills
• Superb computer skills, including familiarity with Microsoft Office Suite, Salesforce, and/or HubSpot
• Strong attention to detail
• Ability to work efficiently and accurately under pressure and to meet deadlines
• Ability to work independently and to proactively seek new responsibilities
• Ability to work well in a team environment with multiple departments
• Emotional intelligence (EQ), Attunement and Empathy

Responsibilities

• Respond to customer inquiries via phone, email, and chat with integrity, ensuring satisfaction
• Support customers spread across various geographical locations
• Guide transactional requests related to account changes, rollovers, loans, and withdrawals, coordinating with retirement plan providers as necessary
• Manage participant interactions in Salesforce, ensuring accuracy and completeness, and follow up with customers as needed
• Assist customers with enrollment in SMARTMap’s Financial Wellness program resources and tools
• Actively collaborate with the Client Services Team and Advisor Support departments to enhance overall client satisfaction and find appropriate solutions
• Identify opportunities for process improvement and efficiency, actively participating in the evolution of our service delivery
• Foster collaboration across departments to ensure a seamless and holistic approach to client support
• Consistently adhere to industry best practices, maintaining a high standard of service and professionalism
• Continuously seek opportunities for professional development to stay at the forefront of industry trends

Benefits

• 401(k) with employer match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid time off policy
• Paid Mental Health Days
• Flexible Spending Account (FSA)
• Healthy work/life balance
• Maternity/Paternity Leave policy