Client Services Specialist

Turn2Partners

  • Rockville, MD
  • 1 day ago

    Highlights

    Join a well-established benefits administration organization supporting retirement-related services for a large member population. • Administrative processing, account servicing, customer support, loan processing, or application review experience.

    Numbers & Facts

    LocationRockville, MD

    Description

    Client Services Specialist

    Join a well-established benefits administration organization supporting retirement-related services for a large member population. This is a great opportunity for someone who enjoys detail-heavy application processing and member support.

    • Review and process benefit applications, status updates, and verification requests

    • Validate supporting documents and research applicant records as needed

    • Calculate benefit information and support updates or recalculations

    • Prepare applicant letters, authorizations, and follow-up communications

    • Partner with internal teams to resolve questions and keep cases moving

    • Support phone-based member service needs when needed

    • Administrative processing, account servicing, customer support, loan processing, or application review experience

    • Strong document review and data validation skills

    • High attention to detail and accuracy

    • Clear written and verbal communication

    • Ability to manage sensitive member information professionally

    • Comfortable meeting daily productivity goals

    • Microsoft Office and general case management systems

    • Prior retirement plan or pension administration exposure

    • Experience supporting a contact center or member services team

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