Client Service Specialist (KGA)

Strongpoint Partners • Chicago, IL

12h • $50,000 - $60,000 • Remote

About The Position

Strongpoint Partners is seeking a proactive and detail-oriented Client Services Specialist to serve as a key point of contact for retirement plan clients and advisors. This role supports day-to-day client inquiries, maintains accurate documentation and workflow systems, and collaborates closely with Operations and Pension Administration teams to ensure exceptional service delivery. The ideal candidate thrives in a fast-paced, client-facing environment, demonstrates strong organizational and communication skills, and is comfortable balancing multiple priorities with accuracy and professionalism. This position offers the opportunity to contribute meaningfully within a growing organization that values collaboration, accountability, and high-quality client service.
PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary location of our teams and clients, candidates from the Central and Eastern time zones will be prioritized.

Requirements

• Bachelor’s degree preferred (or equivalent professional experience)
• 2+ years of office experience
• 2+ years of client service experience
• Experience working in a fast-paced, client-facing environment
• Strong proficiency in Microsoft 365 (Outlook, Excel, Word, Teams, etc.)
• Excellent written and verbal communication skills
• Strong organization, prioritization, and problem-solving abilities
• Ability to manage multiple deadlines and work effectively under pressure
• Self-starter who can work independently and collaborate with a team
• Strong time management skills with a proactive, detail-oriented mindset

Nice To Haves

• Prior experience in Pension or Retirement Plan Administration preferred
• Experience with Adobe Acrobat (creating/editing fillable forms, merging documents) preferred

Responsibilities

• Provide day-to-day client support and respond to inquiries from clients and advisors
• Serve as the initial point of contact and route requests to the appropriate team members
• Maintain and manage client CRM and workflow systems
• Organize and maintain confidential retirement plan documentation, network folders, and related records
• Create and update email templates; manage mass client communications
• Support special projects for the Operations and Pension Administration teams
• Provide technical support and troubleshoot issues within the client portal

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level