Customer Service 401(k) Specialist - Transforming Retirement Savings with blithequark

Join blithequark, a Leader in Retirement Services, as a Customer Service 401(k) Specialist

At blithequark, we're revolutionizing the retirement savings industry with a commitment to honesty, transparency, integrity, and fairness. As a top provider of 401(k) plans to over 12,000 employers and 250,000 employees across the U.S., we're dedicated to delivering exceptional customer experiences and fostering a culture of innovation and teamwork. If you're a motivated and customer-focused professional looking to make a meaningful impact, we invite you to join our team as a Customer Service 401(k) Specialist in this 100% remote role.

About blithequark

With over $8 billion in assets under management and a history spanning over 30 years, blithequark has established itself as a trusted partner for employers, payroll companies, and individuals seeking retirement savings solutions. Our expertise lies in custom-tailored 401(k)-administration platforms for PEOs, associations, and service bureaus. We're proud to offer our associates an enriched benefit package, opportunities for growth, and a work environment that encourages creativity and ownership.

Job Summary

As a Customer Service 401(k) Specialist, you will be the first point of contact for our 401(k) participants, partnering payroll companies, stand-alone plans, and worksite employers. This role requires a customer-centric approach, excellent communication skills, and the ability to navigate multiple CRM applications. You'll have the opportunity to create a best-in-class experience for our clients using various channels, including phone, email, and chat.

Key Responsibilities

• Answer inbound phone, email, and chat inquiries from participants, employers, and PEOs regarding 401(k) plan administration.
• Educate callers on 401(k) regulations, compliance questions, and plan administration.
• Embody a culture of teamwork, problem-solving, and customer centricity to provide exceptional customer experiences, emphasizing first-call resolution.
• Ensure accurate, timely, and customer-focused service while meeting department performance metrics, such as quality, handle time, VOC, and adherence.
• Assist callers with navigating blithequark websites, registering online, and password resets.
• Apply knowledge obtained during classroom and on-the-job training to independently solve customer requests.
• Utilize multiple CRM applications, such as Salesforce and Relius, to address customer questions and resolve requests.

Essential Qualifications

To succeed in this role, you'll need:

• A high school diploma or GED.
• 2+ years of customer service experience (retirement plan experience is a plus).
• Excellent verbal and written communication and interpersonal skills.
• A customer-first approach to service while maintaining regulatory and organizational compliance.
• The ability to adapt to change and be open to new ideas.
• Proficiency with Microsoft Office applications and general website navigation.

Preferred Qualifications

While not required, the following skills and experience can enhance your candidacy:

• Experience with CRM applications, such as Salesforce and Relius.
• Knowledge of 401(k) regulations and plan administration.
• A background in retirement plan services or a related field.

Skills and Competencies

To excel as a Customer Service 401(k) Specialist, you'll need to demonstrate:

• Accountability: Ownership, commitment, and prioritization to meet established deliverables.
• Adaptability: Ability to adapt to change and be open to new ideas.
• Communication: Excellent verbal and written communication and interpersonal skills.
• Customer Focus: A customer-first approach to service while maintaining regulatory and organizational compliance.
• Inclusion: Focus on collaboration and inclusion of diverse perspectives to drive results.
• Problem-Solving: Strives to understand contributing factors and works to resolve complex issues, demonstrating a forward-thinking mentality of process improvement.
• Quality: Ability to meet performance metrics determined by the business.
• Technical Skills: Ability to comprehend and utilize contact center software applications.

What We Offer

At blithequark, we're committed to supporting the growth and well-being of our associates. As a Customer Service 401(k) Specialist, you'll enjoy:

• A 100% remote work arrangement, offering flexibility and work-life balance.
• A comprehensive benefits package, including PTO, health, dental, vision, life insurance, short-term disability, educational assistance, paid parental leave, and 401(k) with a structured company match.
• Opportunities for career growth and professional development in a dynamic industry.
• A collaborative and inclusive work environment that fosters creativity and innovation.

Work Environment

This is a fully remote role, requiring extended sitting and computer work. As a blithequark associate, you'll be expected to maintain a dedicated workspace and adhere to our company's policies and guidelines.

Join Our Team

If you're a motivated and customer-focused professional looking to make a meaningful impact in the retirement savings industry, we encourage you to apply for this exciting opportunity. As a Customer Service 401(k) Specialist at blithequark, you'll be part of a team dedicated to delivering exceptional customer experiences and driving business growth.

To apply, please ensure that you've completed all application answers, attached your resume, and digitally signed your application. Our HR team will carefully review your application and contact you if you're moved to the next step in the recruiting process.

We appreciate your interest in blithequark and look forward to the opportunity to discuss this role further.