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  Part Time Customer Support Representative - Group Clients  

  Stoumbelis Catalano Associates

  part_time - Lisle

  Posted: 18/07/2026

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  Job DescriptionJob DescriptionWe are seeking a Customer Support Repres... Read More

  Job DescriptionJob Description

  We are seeking a Customer Support Representative to join our team. In this role, you will work directly with our existing corporate clients and their employees while also assisting with the onboarding of new corporate clients. You will report directly to our Practice Manager.

  This position requires strong Microsoft Excel skills, as Excel will be used extensively in your day-to-day responsibilities. Because of the nature of our business, a federal background check is required.

  This is a part-time position (20 hours per week) and offers an hourly wage plus an annual performance bonus based on the achievement of established metrics. Compensation will be commensurate with experience.

  A performance review and potential merit increase will be conducted after your first 90 days of employment. Thereafter, performance reviews and potential merit increases will be conducted annually.

  
  Responsibilities:

  Assist with gathering annual client datasets (payroll reports, company specific information, etc.)Prepare and input annual census data for employer-sponsored retirement plansEnter and maintain accurate client information within the firm's CRM systemGather and organize client’s new hire data to support timely enrollments and maintain up to date client information in our CRM systemAssist with tracking employee eligibility for client’s retirement plan enrollment based on plan provisions and eligibility requirementsProvide administrative support to retirement plan participants with enrollments, account updates, distributions/rollovers, and loan requests. This will include explaining processes, gathering/prefilling required forms and documentation, and coordinating with plan providersAssist corporate clients with submitting one-off and year end retirement plan contributionsAssist with plan recordkeeper transfers and complete CRM system updates as a result of the plan transferPull reports, statements, and other data from recordkeeper websitesOrganize, label, and maintain electronic client documents within firm’s CRM systemSchedule and coordinate meetings for the firm’s Financial Advisor(s) and Practice ManagerFollow documented procedures, training manuals, and verbal instructions to complete assigned tasksLearn internal systems, software, and retirement plan administration processesMaintain confidentiality of sensitive client and financial informationAssist with other office, administrative, and client service duties as assigned

  Qualifications:

  Associate’s degree or bachelor’s degree; or a high school diploma (or GED equivalent) with at least one year of administrative experienceStrong attention to detail and accuracy with excellent data entry and customer service skillsProficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint), with advanced working knowledge of Microsoft Excel required, including organizing, sorting, formatting, filtering, and using basic formulas to create and maintain spreadsheets from both small and large datasetsAbility to learn and follow established systems, procedures, and workflowsComfortable reading and applying information from training manuals and written documentationStrong organizational and document management skills, including consistent work item and document labelingAbility to manage confidential client information with professionalism and discretionStrong time management skills with the ability to prioritize and manage multiple tasks simultaneouslySelf-motivated and able to work independently as well as collaboratively within a teamReliable, dependable, and punctualStrong problem-solving skills with the ability to exercise sound judgment and seek clarification when appropriateComfortable performing repetitive, detail-oriented tasks while maintaining a high level of accuracyAbility to quickly learn and adapt to new software and technologyExperience with CRM systems is preferred but not requiredExcellent written and verbal communication skillsPositive, professional attitude with a commitment to teamwork and outstanding client serviceCompany DescriptionWe are a mid-size financial services firm catering to both corporate and individual clients. We have a work hard play hard play harder mindset.
  www.SCA-Team.comCompany DescriptionWe are a mid-size financial services firm catering to both corporate and individual clients. We have a work hard play hard play harder mindset. \r\nwww.SCA-Team.com Read Less

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