Client Services Specialist in Louisville, KY at APEX Systems

Date Posted: 1/24/2020

Job Snapshot

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Job Description

Job #:  1042344
If you are interested in this opportunity, please send your updated Word resume to Taylor Jones at
Client Service Specialist
Louisville, KY
Job Description: Client Service Specialist is responsible for developing and maintaining effective relationships with clients and is the direct client contact for retirement plan services.
Job Duties:
  • Responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements.
  • Ensures the delivery of optimal service, client satisfaction and client retention.
  • Act as the primary contact for retirement plans regarding day-to-day record keeping matters and provides prompt customer service.
  • Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.
  • Applies strategies where appropriate to clients for plan enhancements, additional business and overall retention and discusses these benefits with the client.
  • Meets with internal business partners to coordinate proactive contacts with new clients to initiate seamless transition into service organization. Organizes follow up as necessary on key proactive initiatives to ensure that client expectations are met and deliverables to the client are achieved.
  • Provides feedback to management on results of proactive key initiatives and offers suggestions for further development.

  • Call Center, Relationship Management, Customer Service or similar experience
  • Bachelor or Associates Degree preferred 
  • Knowledge of 401k plan

EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at 844-463-6178.