Top Customer Success & Experience Jobs in Chicago, IL

The role involves handling a high volume of client communications regarding retirement and investment accounts, ensuring client satisfaction through service and problem-solving.

The Support Specialist Team Lead provides guidance and assistance to support specialists, resolves escalated customer issues, coaches team members, and manages product implementation and internal policies.

Provide phone-based support and education to accountholders on FSAs, HSAs, COBRA and related products. Resolve issues, guide customers through online tools, protect sensitive data, meet quality standards, and may be cross-trained for chat/email/text. Complete mandatory training, pass an 85% product exam, and meet service goals.

The Transaction Services Specialist will handle transaction processing for alternative investments and futures, communicate with clients/sponsors, and support IRA requirements.

Manage client relationships for assigned accounts, act as primary contact for questions and issues, coordinate cross-functional teams to resolve client needs, drive retention and renewals, monitor performance metrics, suggest plan design improvements, and support case installations and service efficiencies.

The Account Manager I will deliver dedicated service to clients, manage onboarding, resolve issues, and educate clients on Consumer Directed Benefits.