Client Services Specialist

Turn2Partners

  • Montgomery County,, MD
  • 2 days ago
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    Skills

    • Call Centersunmatched
    • Case Managementunmatched
    • Compensation and Benefitsunmatched
    • Consultingunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Documentation Reviewunmatched
    • Loan Processingunmatched
    • Microsoft Officeunmatched
    • Presentation/Verbal Skillsunmatched
    • Retirement Planunmatched
    • Retirement and Pension Managementunmatched
    • Software Administrationunmatched

    Description

    Role: Client Services Specialist

    Location: Montgomery County, MD

    Type: Contract-to-Hire / Onsite

    About the Team: 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.

    What You’ll Do:
    • 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

    Core Tech & Skills:
    • 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

    Nice to Have:
    • Prior retirement plan or pension administration exposure
    • Experience supporting a contact center or member services team

    Numbers & Facts

    LocationMontgomery County,, MD

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