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401K Client Service Representative Jobs (NOW HIRING)

Mission Wealth

Client Service Representative

Lisle, IL · On-site

$65K/yr

As our Client Services Representative, your creative problem-solving skills and impeccable ... vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA ...

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401K Client Service Representative information

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How much do 401k client service representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for 401k client service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is the difference between 401K Client Service Representative vs Retirement Plan Specialist?

Aspect401K Client Service RepresentativeRetirement Plan Specialist
CredentialsTypically requires basic financial or customer service certificationsOften requires similar certifications, with additional retirement planning knowledge
Work EnvironmentCustomer service centers, financial institutions, plan provider officesFinancial advisory firms, plan providers, retirement consulting firms
Employer & Industry UsageCommon in plan administration and customer support rolesFound in retirement planning and consulting services
Search & Comparison IntentPeople comparing client support roles in 401K plansIndividuals seeking specialized retirement planning careers

The 401K Client Service Representative primarily handles customer inquiries, account management, and support related to 401K plans. In contrast, a Retirement Plan Specialist often provides more in-depth retirement planning advice and consulting. While both roles require knowledge of retirement plans, the Client Service Representative focuses on client support, whereas the Specialist offers strategic planning services.

What skills and qualifications are needed to be a 401k client service representative?

To thrive as a 401K Client Service Representative, you need a solid understanding of retirement plans, financial products, and account management, often supported by a bachelor’s degree in finance or a related field. Familiarity with recordkeeping platforms, CRM software, and possibly FINRA Series 6 or 63 certifications is typically required. Strong communication, problem-solving, and organizational skills are crucial for building trust and efficiently resolving client issues. These competencies ensure accurate plan administration, regulatory compliance, and high levels of client satisfaction.

What are common challenges faced by 401k client service representatives and how can they be managed?

401K Client Service Representatives often encounter complex plan regulations, tight deadlines during enrollment periods, and a high volume of participant inquiries. Staying organized, maintaining up-to-date knowledge of retirement plan rules, and leveraging internal resources can help manage these challenges. Effective communication and collaboration with plan administrators, payroll teams, and investment providers are also key to ensuring accurate and timely service. Proactively seeking guidance from senior colleagues and utilizing training opportunities can further enhance problem-solving skills in this role.

What does a 401k client service representative do?

A 401K Client Service Representative assists clients with managing their 401K retirement accounts by answering questions, resolving issues, and providing information about plan features and options. They serve as a primary point of contact for participants and employers, ensuring accurate processing of account transactions such as contributions, distributions, and rollovers. Additionally, they educate clients about investment choices and compliance requirements, helping them make informed decisions regarding their retirement savings.
More about 401K Client Service Representative jobs
What cities are hiring for 401K Client Service Representative jobs? Cities with the most 401K Client Service Representative job openings:
What job categories do people searching 401K Client Service Representative jobs look for? The top searched job categories for 401K Client Service Representative jobs are:
401K Client Service Representative jobs near you
Infographic showing various 401K Client Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Client Service Representative

HousePaws Mobile Veterinary Service Morrisville

Morrisville, PA • On-site

$16 - $21.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Description
Client Service Representative
Housepaws Mobile Veterinary Service - Morrisville, PA
Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is able to deal with both humans and animals alike. As a CSR your primary responsibility is to be efficient in any and all front desk operations. A CSR is the client's first and last impression of HousePaws Mobile Veterinary Service Morrisville and it is important that all clients feel welcome, safe and comfortable. CSRs are invaluable members of our hospital team, and we treat them that way. Come thrive in an environment that encourages learning and continued grow within the profession and become the bridge between pet owners and patient care.
Essential Functions and Responsibilities:
• Deliver exceptional customer service to pet owners in a polite and timely manner, both in person and over the phone
• Schedule and confirm appointments, record keeping and organization, provide estimates and invoices for payment
• Respond with compassion and empathy in stressful and emotional situations
• Maintain a clean, stocked and orderly lobby and front office area
• Educate clients on wellness plans, food and products sold in waiting room
• Perform opening and closing procedures, end of day reports and deposits
• Data Entry: records, client questionnaires, referral information, ect
• Distribute mail
• Ensure that referral letters and lab results go to the corresponding veterinarians
• Admit patients: ensuring that the patient is weighed and all information is current
Skills and Qualifications:
• 1-3 years' experience in veterinary practice (or human medical practice) preferred
• Computer experience (email usage, word/excel) and proficiency required in front desk equipment (such as, fax machine, credit card machine, copy machine, and postage meter)
• Must possess basic math skills to determine proper deposits, make change, and process payments utilizing credit card and check terminal
• There must be a general understanding of veterinary terminology, situational understanding and being able to successfully communicate these situations with clients and veterinary team.
• Able to phone and waiting room triage to determine the difference between an emergency and a routine office visit
• Excellent communication skills with clients and team members
• Proficient time management, ability to problem solve, learn, and handle multiple tasks
• Enthusiastic team player with a patient, and positive professional attitude.
• Must be able to work seated for a majority of day
Benefits and Perks:
  • Company Sponsored Employee Assistance Program (Headspace)
  • 401K with company match (eligible after 6mo of employment)
  • Medical, dental, vision insurance options
  • Long Term Disability option
  • Team Member Discounts for Pet Care
  • Paid time off
  • Referral Bonus Program
  • DailyPay on Demand

We are a state of the art veterinary service that focuses on preventative medicine, client education, and thorough patient care. At HousePaws, the best level of veterinary care is our highest mission. We will provide the finest personal service and create a warm, relaxed, professional environment for our clients to provide consistently high quality care to our patients. HousePaws mission is to fulfill our patients' health needs and to address our clients' concerns while creating a sense of family.
We are a proud United Veterinary Care Partner hospital. United Veterinary Care supports the unique culture and individuality of each partner hospital while empowering the hospital teams in their care for patients. One of our goals is to support our community of hospitals in creating sustainable, fulfilling careers in a profession we love.
United Veterinary Care provides equal employment opportunities to all employees and applicants for employment in all job classifications without regard to race, color, religion, age, mental disability, physical disability, medical condition, gender, sexual orientation, genetic information, ancestry, marital status, national origin, veteran status, and other classifications protected by applicable state and local non-discrimination laws.

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