Retirement Services Customer Support Specialist – Remote, Bilingual Preferred, Financial Solutions & Client Success

About careerzynith

careerzynith is a leading provider of integrated health, wealth, and retirement solutions, empowering millions of individuals and thousands of employers to navigate the complexities of financial planning with confidence. With a portfolio that spans automatic rollover services, health savings accounts, emergency savings funds, and custodial solutions, careerzynith manages over $62 billion in assets and serves more than 7 million clients nationwide. Our mission is to simplify the health‑and‑wealth journey, delivering innovative, client‑centric experiences that drive better outcomes for every stakeholder.

Why Join careerzynith?

At careerzynith, we believe that people are our greatest asset. Our culture is built on integrity, collaboration, and a relentless pursuit of excellence. Recognized for rapid growth on the careerzynith Fast 50 and careerzynith 5000 lists, and honored with careerzynith’s Best Places to Work awards, we invest heavily in employee development, wellness, and a supportive work environment. Whether you thrive in a bustling office or prefer the flexibility of remote work, careerzynith offers a dynamic, inclusive, and forward‑thinking community where your ideas matter.

Position Overview

The Retirement Services Customer Support Specialist is the frontline champion for our clients, providing knowledgeable, empathetic, and timely assistance across a spectrum of retirement‑related inquiries. This role is ideal for individuals who enjoy solving problems, educating customers, and delivering a superior service experience in a fast‑paced, technology‑driven environment.

Key Responsibilities

• Manage inbound and outbound customer communications via phone, email, voicemail, and live chat, ensuring each interaction reflects careerzynith’s high‑service standards.
• Educate clients on account opening procedures, distribution options, investment processes, IRAs, and relevant IRS codes, translating complex financial concepts into clear, actionable guidance.
• Troubleshoot web and online platform issues, guiding customers through navigation of careerzynith’s digital tools—from checking balances to submitting claims.
• Resolve inquiries independently, minimizing escalations and removing barriers that impede member satisfaction.
• Safeguard sensitive client information with the utmost discretion, adhering to privacy regulations and careerzynith’s data‑security protocols.
• Prioritize and manage multiple service requests, meeting defined service level agreements (SLAs) and ensuring timely resolution.
• Collaborate with internal departments—including Plan Sponsor Services, Record‑Keeper Relations, and Third‑Party Administrators—to coordinate comprehensive solutions.
• Document interactions accurately in the CRM system, maintaining up‑to‑date records that support future client engagements.
• Participate in ongoing training sessions, staying current on product enhancements, regulatory changes, and best practices in retirement services.
• Contribute ideas for process improvements, sharing insights that enhance efficiency and elevate the overall client experience.
• Perform other duties as assigned, supporting the broader goals of careerzynith’s retirement division.

Essential Qualifications

• High school diploma, GED, or equivalent; associate or bachelor’s degree is a plus.
• 1–3 years of experience in a customer service or support role, preferably within financial services.
• Strong verbal and written communication skills, with the ability to convey technical information in an accessible manner.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook) and comfort learning new software platforms.
• Demonstrated ability to memorize, retain, and apply detailed product and regulatory information.
• Excellent problem‑solving and analytical abilities, with a keen eye for detail and accuracy.
• Ability to thrive in a fast‑paced environment, managing competing priorities while maintaining composure.
• Commitment to protecting client confidentiality and adhering to ethical standards.

Preferred Qualifications

• Bilingual proficiency (English/Spanish or other languages) to serve a diverse client base.
• Prior experience in a call‑center or remote support setting.
• Familiarity with investment vehicles, retirement savings tools, and IRS regulations.
• Experience using Salesforce CRM, Trust Accounting Systems, or similar financial platforms.
• Knowledge of automatic rollover processes and direct rollover procedures.
• Certification or coursework in financial services, banking, or related fields.

Core Skills & Competencies

• Customer‑Centric Mindset: Passion for delivering exceptional service and building lasting client relationships.
• Technical Acumen: Ability to navigate web portals, troubleshoot digital issues, and guide users through online tools.
• Communication Excellence: Clear, concise, and empathetic interaction style across multiple channels.
• Organizational Agility: Efficiently prioritize tasks, manage time, and meet deadlines without sacrificing quality.
• Team Collaboration: Work effectively with cross‑functional partners to resolve complex client scenarios.
• Continuous Learning: Proactive approach to staying informed about industry trends, product updates, and regulatory changes.

Career Development & Learning Opportunities

careerzynith is committed to your professional growth. As a Support Specialist, you will have access to:

• Structured onboarding and mentorship programs that accelerate your mastery of retirement products.
• Ongoing training modules covering advanced financial concepts, compliance, and emerging fintech tools.
• Opportunities to pursue industry certifications (e.g., Certified Financial Services Counselor) with company sponsorship.
• Clear career pathways toward senior support roles, team leadership, or specialized positions in product management, compliance, or client success.
• Regular performance feedback and personalized development plans aligned with your aspirations.

Compensation, Benefits & Perks

careerzynith offers a competitive total rewards package designed to attract and retain top talent, including:

• Base salary commensurate with experience, plus performance‑based bonuses.
• Comprehensive health, dental, and vision insurance options.
• Retirement savings plans with company matching contributions.
• Generous paid time off, holidays, and flexible scheduling to support work‑life balance.
• Remote‑work stipend for home office setup and high‑speed internet.
• Employee assistance programs, wellness initiatives, and mental‑health resources.
• Professional development budget for courses, conferences, and certifications.
• Recognition programs that celebrate individual and team achievements.

Our Culture & Work Environment

At careerzynith, we foster an inclusive, collaborative, and innovative atmosphere where every voice is heard. Our core values—Integrity, Client Obsession, Innovation, and Teamwork—guide daily interactions and strategic decisions. Whether you are joining a bustling hub or working remotely, you will experience:

• Regular virtual town halls and cross‑departmental meet‑ups that keep you connected to the company’s mission.
• Employee resource groups that celebrate diversity and promote cultural awareness.
• Transparent communication from leadership, encouraging feedback and idea sharing.
• Fun, team‑building activities, both online and in‑person, that strengthen camaraderie.
• A supportive environment where managers act as coaches, helping you overcome challenges and achieve your goals.

Work Schedule & Location Flexibility

careerzynith offers multiple shift options to accommodate a variety of time zones and personal preferences. Core hours are Monday‑Friday, with the following schedule examples (all times Central):

• 8:00 am – 4:30 pm (Pacific: 6:00 am – 2:30 pm; Mountain: 7:00 am – 3:30 pm; Eastern: 9:00 am – 5:30 pm)
• 10:30 am – 7:00 pm (Pacific: 8:30 am – 5:00 pm; Mountain: 9:30 am – 6:00 pm; Eastern: 11:30 am – 8:00 pm)

Remote candidates may reside in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV. Please note that remote status and location eligibility are subject to change, and relocation assistance is not provided.

Application Process & Next Steps

If you are enthusiastic about helping clients secure a brighter financial future and meet most of the qualifications above, we encourage you to apply. careerzynith values diverse perspectives and believes that there is no “perfect” candidate—your unique experiences can enrich our team.

To submit your application, click the link below. We look forward to reviewing your background and exploring how you can contribute to careerzynith’s mission of simplifying health and wealth for millions.

Apply Now – Join careerzynith!

For additional opportunities, visit our careers page.