Client Support Specialist at Nagler Group

Client Account Representative

Our client, a growing, independent retirement plan administration and consulting firm based in Beverly, MA, is seeking a dedicated Client Account Representative. This role offers the opportunity to contribute to a small, collaborative team and play a key part in the onboarding and ongoing support of our clients.

Key Responsibilities:

• Serve as the primary point of contact for clients, advisors, and accountants.

• Manage and reconcile client asset and census data, ensuring accuracy and compliance.

• Collaborate with clients, advisors, recordkeepers, and payroll companies to gather and review year-end data.

• Handle incoming client inquiries via phone and email, providing timely and effective responses.

• Assist in the preparation and filing of forms, including 5500s, extensions, and related schedules.

• Support special projects and other related tasks as needed.

Qualifications:

• Proficiency in Microsoft Office 365, particularly Excel, Word, and Outlook.

• Strong written and verbal communication skills.

• Excellent attention to detail and ability to manage multiple tasks and deadlines.

• Solid math skills, with experience in reconciling, accounting, or finance.

• A positive attitude, team spirit, and customer service experience are highly valued.

Additional Information:

• Hourly rate: $20-$25/hr.

Interview Process:

• Excel Assessment (20 minutes online)

• Virtual interviews with the Client Relationship Managers and the Owner

If you are interested, please reach out to mockerbloom@naglergroup.com!

TNG123

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