We are looking for a Customer Success Specialist to support client service, enrollment coordination, and day-to-day administrative operations in Mooresville, North Carolina. This contract-to-permanent opportunity is ideal for someone who brings a service-minded approach, strong organizational skills, and sound judgment when working with sensitive information. The person in this role will help create a smooth experience for clients and internal partners by managing details accurately and responding to needs effectively.<br><br>Responsibilities:<br>• Coordinate client-facing and internal administrative activities to keep business development and operational workflows moving efficiently.<br>• Support group benefits enrollment processes by preparing documents, tracking submissions, and following up to ensure timely completion.<br>• Manage incoming and outgoing email communication with a clear, responsive, and customer-focused approach.<br>• Maintain organized back-office records and compliance-related documentation with a high level of accuracy and confidentiality.<br>• Assist with office administration tasks that contribute to a well-run and organized work environment.<br>• Provide customer support across multiple browser-based systems while navigating competing priorities effectively.<br>• Help monitor client requests, resolve routine issues, and escalate complex matters to the appropriate team members when needed.<br>• Contribute to process consistency by updating files, confirming required information, and supporting operational reporting as needed.
We are looking for an Account Manager to join a team in Charlotte, North Carolina in a contract-to-permanent capacity. This position supports client-facing retirement plan administration activities and is ideal for someone who can combine relationship management with strong operational accuracy. The role will work closely with employer-sponsored plan activity, participant transactions, and payroll-related contribution processes while delivering responsive service to business clients and stakeholders.<br><br>Responsibilities:<br>• Manage business relationships by serving as a primary point of contact for account-related questions, service needs, and issue resolution.<br>• Support administration of employer-sponsored retirement plans, including participant transaction handling and withdrawal-related activities in accordance with plan rules and regulatory guidelines.<br>• Review and process payroll contribution files, ensuring deductions are accurately applied and invested within established timelines.<br>• Maintain precise account records, documentation, and reporting tied to defined contribution plans and tax-related activities.<br>• Respond to inbound inquiries from clients and internal partners with clear communication and timely follow-through.<br>• Use spreadsheets and Excel-based tools, including macros when needed, to organize data, track activity, and improve processing accuracy.<br>• Partner with administrative and service teams to resolve discrepancies, prevent errors, and uphold a high standard of account support.<br>• Assist with ongoing account servicing needs across retirement plan operations, including recordkeeping and contribution-related processing tasks.