Top 6322 Client specialist Jobs in Remote

Implementation Specialist - Retirement Plans (TPA Experience Required)
NPPG —Remote
- From $50,000 a year
- Full-time
- CRM software
- Mid-level
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
Senior Enterprise Process Specialist
Acara Solutions —Remote
- $65 - $75 an hour
- Full-time
- Remote
- Background check
- Microsoft Outlook
- 11+ years
Quick Apply
10d
Title Curative Specialist
Harrison National Employment —Remote
- $25 - $30 an hour
- Temporary
- Remote
- Mid-level
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
6d
Talent Acquisition Specialist - Home Health
SimiTree Talent Solutions —Florida
- $50,000 - $55,000 a year
- Remote
- Mid-level
- Home Health
- Health insurance
- Dental insurance
Quick Apply
13d
Ocean Marine Claims Specialist
Tango Specialty Insurance Services —Remote
- $120,000 - $150,000 a year
- Email
- Remote
- 7 years
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
18h
Fully Remote Client Benefits Specialist
Dinh Health Solutions —Remote
- $60,000 - $85,000 a year
- Full-time
- Remote
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
13d
ustomer Service Specialist - FL
Customer Service Specialists —Remote
- $30 - $41 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
18h
Remote Client Services Specialist
Disruptive Advertising —Remote
- $29 - $33 an hour
- Full-time
- Remote
- Writing skills
- Mid-level
- Communication skills
Quick Apply
1d
Remote Retention Specialist (Call Center – Customer Retention & Save Calls)
Intellipet —Remote
- $15 - $16 an hour
- Full-time
- Remote
- Negotiation
- Entry level
- Disability insurance
- Health insurance
Quick Apply
17h
Client Services Specialist (Remote)- Training Provided
Davis Family Finance —Remote
- $51,500 - $68,387 a year
- Part-time
- Remote
- Hospitality
- 18 years or older
- High school diploma or GED
- Opportunities for advancement
- Flexible schedule
Quick Apply
2d
Client Success Specialist
Arrow Payments —Remote
- Remote
- Research
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Client Solutions Specialist
Above Lending —Remote
- $24 an hour
- Full-time
- Remote
- Mid-level
- Communication skills
8d
Client Service Specialist (Property Owner Relations)
Blue Brick Realty —Remote
- $8 - $15 an hour
- Full-time
- Remote
- Google Workspace
- English
- Mid-level
- Opportunities for advancement
Quick Apply
Client Operations Specialist - Intelligent Operations
AHEAD —Remote
- $75,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- Math
- Bachelor's degree
- Paid parental leave
- Paid holidays
Customer Support Specialist
Bloomerang —Remote
- $18 - $22 an hour
- Full-time
- Remote
- Training & development
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Remote Client Engagement Specialist
Scale Sales Teams —Miami, FL
- $3,600 - $4,400 a week
- Full-time
- Remote
- English
- Communication skills
- Entry level
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Client Technical Operations Specialist
B.well Connected Health —Remote
- $78,000 - $92,000 a year
- Remote
- HIPAA
- Mid-level
- SQL
- Paid holidays
- Health insurance
QA/Compliance Specialist (W)
Administrative Strategies —Remote
- $600 a day
- Mid-level
- Mentoring
Quick Apply
Client Services Specialist – Contact Center (1st Shift)
Travel Incorporated —Remote
- Full-time
- Remote
- Office
- High school diploma or GED
- Travel
- Paid training
Quick Apply
1d
Client Service Specialist
Skyline Lien Search, Inc. —Remote
- $17 - $19 an hour
- Full-time
- Remote
- Microsoft Outlook
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
8d

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client specialist jobs near remote

Implementation Specialist - Retirement Plans (TPA Experience Required)

NPPG
Remote

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Opportunities for advancement
Life insurance
Referral program
Retirement plan

Qualifications

CRM software
Record keeping
Customer communication
Financial services customer support
Spreadsheets
Microsoft Office
Employee Retirement Income Security Act of 1974 (ERISA)
Schedule management
Compliance management
Productivity software

Full Job Description

Responsibilities

Obtain, review, and process retirement plan paperwork for new client setup within established deadlines
Lead retirement plan implementation and onboarding activities from initial sale through successful launch
Conduct implementation calls with plan sponsors, financial advisors, recordkeepers, and payroll providers
Coordinate asset transfers, rollovers, trust establishment, and related setup activities with custodians and recordkeepers
Enter and maintain data within NPPG's CRM and retirement plan administration systems
Perform web-based and proprietary system administration
Ensure implementation milestones are completed accurately and on schedule
Transition plans to ongoing administration teams with complete and accurate handoff documentation
Provide exemplary customer service by promptly addressing inquiries and resolving issues
Coordinate new account setup with advisors, providers, and internal stakeholders
Create, update, and submit reports, management logs, and implementation tracking documentation
Address and resolve prospect and financial advisor inquiries
Collaborate with internal teams and external vendors to facilitate successful plan implementations
Participate in special projects, process improvements, and departmental initiatives

Required Qualifications

Applicants with direct retirement plan TPA experience will be given strong preference.
Minimum 2 years of retirement plan implementation, onboarding, administration, or recordkeeping experience with a Third-Party Administrator (TPA) required
Alternatively, 3+ years of retirement plan experience within financial services or retirement plan recordkeeping
Strong understanding of qualified retirement plans and implementation processes
Proficiency with Microsoft Office Suite applications, especially Excel
Exceptional attention to detail and commitment to accuracy
Excellent analytical, organizational, and critical thinking skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Excellent verbal and written communication skills
Ability to work independently while collaborating across teams

Preferred Qualifications

Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans
Experience implementing 401(k), Profit Sharing, Defined Benefit, MEP, or PEP plans
Knowledge of and/or experience supporting ERISA Section 3(16) fiduciary services, including retirement plan administration, compliance oversight, fiduciary responsibilities, and participant communications
Experience working with multiple retirement plan recordkeeping platforms
Experience with FT Williams, PensionPro, or similar TPA administration software
ASPPA, NIPA, ERPA, QKA, QPA, TGPC, or other industry credentials preferred
Bachelor's degree or applicable experience

Why Join NPPG?

Fully remote opportunity available anywhere in the United States
Competitive compensation commensurate with experience, qualifications, and retirement plan industry expertise
Comprehensive benefits package
Career advancement opportunities within a growing national organization
Collaborative, team-oriented culture with experienced retirement plan professionals
Exposure to a diverse client base and a broad range of retirement plan designs
Opportunity to make a meaningful impact while continuing to expand your retirement plan expertise
Stable, established firm with a reputation for exceptional client service and long-term client relationships

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Compensation Package:

Yearly bonus

Work Location: Remote

Quick Apply

Refine Your Search

client specialist jobs in remote

Implementation Specialist - Retirement Plans (TPA Experience Required)

Senior Enterprise Process Specialist

Title Curative Specialist

Talent Acquisition Specialist - Home Health

Ocean Marine Claims Specialist

Fully Remote Client Benefits Specialist

ustomer Service Specialist - FL

Remote Client Services Specialist

Remote Retention Specialist (Call Center – Customer Retention & Save Calls)

Client Services Specialist (Remote)- Training Provided

Client Success Specialist

Client Solutions Specialist

Client Service Specialist (Property Owner Relations)

Client Operations Specialist - Intelligent Operations

Customer Support Specialist

Remote Client Engagement Specialist

Client Technical Operations Specialist

QA/Compliance Specialist (W)

Client Services Specialist – Contact Center (1st Shift)

Client Service Specialist

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