Job Description We are looking for a proactive, customer-focused professional eager to make an impact in a dynamic environment. This role offers flexibility and the opportunity to work closely with a dedicated team while contributing to the enhancement of client services. This is a key role that requires fostering strong relationships between clients and our organization, guiding onboarding processes, and implementing AI-powered solutions to improve efficiency and client outcomes. The ideal candidate will have experience in customer service or account management, preferably in financial services or retirement planning. They should also have strong written and verbal communication skills, with the ability to connect and build trust with clients. Responsibilities include: - Exploring and integrating AI technologies into day-to-day processes to enhance efficiency and elevate client experiences. - Serving as the primary contact for clients and their employees, addressing inquiries and resolving issues with professionalism. - Building and nurturing strong relationships by understanding client goals and identifying ways to enhance their retirement plans. - Conducting regular check-ins to assess satisfaction, uncover needs, and recommend tailored solutions. - Documenting common client inquiries and sharing insights to optimize processes and improve the overall client journey. Requirements We are looking for candidates who possess the following skills and qualifications: - 1–2 years of experience in customer service or account management, preferably in financial services or retirement planning. - Strong written and verbal communication skills, with the ability to connect and build trust with clients. - A systems thinker who can analyze complex topics, identify root causes, and implement scalable solutions. - Proven ability to manage multiple tasks and meet competing deadlines in a fast-paced environment. - High level of accountability, attention to detail, and a drive to succeed independently. - Familiarity with or enthusiasm for learning AI-powered tools and technologies to enhance client services. Benefits This role offers a unique opportunity to contribute to the automation of processes that enhance client services and work closely with a dedicated team. The ideal candidate will be able to think critically and solve problems effectively, making them a valuable asset to our organization.