Client Services Specialist
  • Job Posting Expires: 2/1/2023
1M ago
$30,000 to $40,000
Full Time
Administrative, Support and Clerical
Primary Duties
  • Our Company

    Our firm has been around for about 14 years.  Our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally.  We work with businesses, churches, and schools to provide a quality retirement plan for their employees.  We are focused on providing a customized plan to assist participants on their way to retirement. Employees are part of an organization that has established an outstanding reputation for quality services. We believe your role in the Firm should lead to personal growth and opportunity for advancement.


    Job Summary

    In this position, you will work within a team to complete the following work daily.

    • Work within a team to answer any incoming & outgoing phone calls throughout the day
    • Understand all forms & answer general questions about the forms
    • Learn and answer general website questions
    • Oversee incoming emails according to the schedule provided
    • Add tasks to team workflow based on incoming forms & inquiries
    • Review and approve client forms
    • Prepare and mail client communications
    • Serve as a relationship manager for an assigned group of clients


    Preferred Experience/Skills

    • Strong customer service experience via phone and email is desired.
    • Strong computer skills (Microsoft Office Suite)
    • Excellent communication skills
    • Desire to provide the best possible experience for the client


Why Work Here

Working at Retirement Plan Consultants/Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values. 

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there. 


We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

Required Knowledge, Skills, and Abilities
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.

Compensation Details

Base pay may vary depending on experience.


What’s in it for you?  

  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  • Generous Paid Holidays- Including your birthday!
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply for this position through our company link with Integrity Marketing Group:  

Recruitment (