Customer Success Specialist

Client Success Specialist

Start your career in financial services, no experience needed! Training provided.

Beacon Benefits is a growing company that helps businesses manage their 401(k) retirement plans. Our goal is to make sure companies set up great retirement options for their employees while staying on track with regulations.

We’re looking for a Client Success Specialist to join our team! This role offers the opportunity to build valuable skills in financial services, client management, and retirement plan administration. No prior industry experience is needed, we provide full training! We welcome candidates looking for a career change, those returning to the workforce, and individuals with customer service experience who are ready to grow in a new direction.

What You’ll Do:

· Answer client emails and phone calls, helping them with questions about their retirement plans

· Work with clients, financial advisors, and accountants to keep everyone updated

· Gather and sort important information from clients to help keep everything running smoothly

· Double-check government forms for accuracy and e-file them to meet deadlines

· Keep client files organized and up to date

· Manage internal and external deadlines on a weekly basis and throughout the year in a fast-paced environment

· Assist with projects or other tasks as they come up to support the team

What Makes a Great Fit?

· Positivity! Someone with an upbeat attitude who enjoys collaborating with others

· Strong attention to detail you like making sure things are accurate

· Good communication skills you enjoy helping people and explaining things clearly

· Ability to stay organized and juggle different tasks at once

· Comfortable handling data and spreadsheets, basic Excel knowledge is required (Google Sheets skills can be applied)

· A team player who’s excited to learn and grow in a professional setting

· Thrives in a fast-paced environment, comfortable pivoting between multiple projects simultaneously to meet deadlines

Technical Skills (Required):

· Microsoft Excel – Ability to sort, filter, and analyze data using basic formulas (Google Sheets skills can be applied)

· Data Accuracy & Organization – Comfortable working with large sets of client information

· Email & Communication Tools – Experience with Outlook and Microsoft Teams

Technical Skills (Preferred but Not Required):

· Document Management – Ability to work with PDFs and organize client records electronically

· Familiarity with CRM Software – Any experience tracking client interactions in tools like Monday CRM (a plus but not required)

Why Join Us?

· No prior experience? No problem! We provide full training and support

· Career growth learn valuable skills in financial services & retirement planning

· Supportive team environment - work alongside experienced professionals who are happy to mentor you in a fast-paced, dynamic workplace

· Work-life balance - a structured role with set hours and a great team culture

· Supportive team environment - work alongside experienced professionals

Benefits & Perks

Health & Wellness – Medical and dental insurance options available
Retirement Savings – 401(k) with a 3% employer contribution
Work-Life Balance – 15 days of paid PTO and 12.5 paid holidays
Summer Hours – Friday early release at 3:30 PM from Independence Day to Labor Day (dependent on business needs and subject to company discretion)
Company Culture – Quarterly activities focused on team connection and well-being—these may include social events or unique seasonal perks.
Career Growth – Training and mentorship opportunities
Team Culture – Supportive and collaborative work environment

Job Type: Full-time

Pay: $52,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave

Schedule:

• Day shift
• Monday to Friday

Experience:

• Excel: 2 years (Required)

Ability to Commute:

• Beverly, MA 01915 (Required)

Work Location: In person

Salary : $52,000 - $55,000