About this Role: We're looking for a proactive, customer-focused professional to join our team. This role offers flexibility and the opportunity to work closely with a dedicated team while contributing to the automation of processes that enhance client services. Key Responsibilities: - Leverage and learn AI tools to explore and integrate them into day-to-day processes to enhance efficiency and elevate client experiences. - Serve as the primary contact for clients and their employees, addressing inquiries and resolving issues with professionalism. - Build and nurture strong relationships by understanding client goals and identifying ways to enhance their retirement plans. What We're Looking For: - Experience: 1–2 years in customer service or account management, preferably in financial services or retirement planning. - Communication: Strong written and verbal communication skills, with the ability to connect and build trust with clients. - Problem-Solving: A systems thinker who can analyze complex topics, identify root causes, and implement scalable solutions. Benefits: - Collaborate with a passionate and experienced team transforming the retirement industry. - Gain hands-on experience in AI-driven customer success strategies. - Flexible and independent contractor role that values your growth and contributions. Equal Opportunity Employer: We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status.