Plan Support Specialist

Posted yesterday

virtual vocationsDenver (CO)

Customer Service RepresentativesPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Providing exceptional client service remotely, the full-time Plan Support Specialist will manage client relationships, address inquiries, and ensure satisfaction for Select Market retirement plans while collaborating with various internal teams. Key responsibilities Deliver concierge-level client support via inbound calls and emails, focusing on retention and satisfaction Act as the primary liaison between clients and internal departments to resolve issues and relay feedback Conduct research on 401(k) regulations and participate in projects to improve departmental efficiencies Required qualifications 2+ years of client-facing customer service experience 1+ year of experience in the 401(k) industry 1+ year of experience using Salesforce preferred Bachelor's degree in Business or related field preferred, or equivalent work experience Proficiency in Microsoft Office applications

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.