Top Customer Success & Experience Jobs

Serve as the primary contact for assigned employers and institutional clients using WPS and ESF products. Build and maintain relationships, process system setups and updates, lead renewals and open enrollment, manage communications and case resolutions, drive retention and revenue goals, and collaborate cross-functionally to resolve issues and inform product improvements.

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

The Exchange Specialist provides exceptional customer service, onboarding new clients, troubleshooting issues, maintaining client relationships, and supporting cash management and documentation.

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.