• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $18.00 - $21.00 / hr. – based on experience
Job ID: 140504

Cadre

Are you a Remote – Hybrid Customer Service / Client Relationship Associate who is lives in or near Appleton, WI? Are you a Remote – Hybrid Customer Service / Client Relationship Associate who is looking for a position with great benefits?

Our client is a leader in their industry. Recruiting and retaining top talent in all areas of their business are part of their core values. They encourage and support continued career growth and development of their employees.

WHAT YOU WILL BE DOING:

As a Customer Service / Client Relationship Associate, you will work behind the scenes and perform office support work. The position will gradually develop more into the customer service role with contacting clients, sponsors, and advisors.

  • Provide compliance testing results to plan sponsors and advisors
  • Invite plan sponsors to sign their electronic form 5500, providing hard copy versions, assist with other government form preparation
  • Coordinate the sending of introductory materials with plan implementation specialist, and follow-up on missing data
  • Walk clients through the use of data collection software, electronic filing for government forms, and other website navigation
  • Respond to questions from plan sponsors
  • Assist with plan terminations
  • Post changes into portal
  • Contact clients to set up meetings for the client manager to discuss changes
  • Cross-train for inter-departmental tasks

WHAT YOU NEED:

  • Related experience such as loan processing, mortgage, title, account manager, insurance, banking, finance industry knowledge
  • 401(k) and or retirement experience a plus
  • Will consider a recent banking, finance or related degree
  • Strong customer service experience
  • MSWD and Excel skills
  • Must have an interest and desire to learn the 401(k) industry
  • Professional customer service skills with polished written and verbal communication
  • Adapt to change well and be a quick learner
  • Deadline driven
  • Strong organization skills with a strong attention to detail
  • Strong work ethic

WHAT YOU GET:

  • Employee development
  • Internal promotions
  • Unique industry
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Disability insurance
  • Paid holidays
  • Life insurance
  • Flexible spending account
  • Wellness plan

GENERAL INFORMATION:

Hours: 8:00am – 5:00pm, may consider a 7:00am start time

Length: Temporary to Hire

Pay for the Customer Service / Client Relationship Associate position: $18.00 – $21.00 / hr. – based on experience

Location: Appleton, WI – option to work remote, hybrid and/or onsite permanently after being hired by client – must work in the office until hired on must live in or near Appleton, WI

Job ID: 140504

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.