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401K Client Service Representative Jobs (NOW HIRING)

Client Service Representative

Weston, FL · On-site

$15.25 - $20.75/hr

Client Service Representative We are seeking an experienced Client Service Representative to join ... days, 401(k), generous employee pet discounts and more! The information in this position ...

$15/hr

Client Service Representative at VCA SylvaniaVET Animal Hospital Schedule: Full-time opportunity ... 401(k), generous personal pet care discounts, and more! Pay starting at: $15.00 If you are a ...

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401K Client Service Representative information

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$9

$18

$26

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

As of Sep 6, 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 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.

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 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.

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:

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 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Client Service Representative

VCA Animal Hospitals

Salinas, CA • On-site

$18 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago


VCA Animal Hospitals rating

6.2

Company rating: 6.2 out of 10

Based on 660 frontline employees who took The Breakroom Quiz

29th of 56 rated veterinary


Job description

Client Service Representative

VCA All Pets Animal Hospital of Salinas is searching for an experienced Client Service Representative to join our team! We are searching for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.

We are a busy four-doctor practice providing general practice care as well as urgent care and emergency services. We also offer full service grooming and boarding as well!


At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously.With every opportunity, we aim to exceed each pet owner's expectations.
Why We Need You
As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.The CSR is the pivot around which the hospital operates and is responsible for:
Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Scheduling and confirming appointments.
Placing outbound calls for follow-ups and reaching out to prospective clients.
Presenting and explaining fees, including processing payments.
Recommending, selecting, and obtaining products and services, including prescriptions.
Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Managing medical records, charts, reports and correspondence.
Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times - both inside and outside.

We offer competitive compensation along with a comprehensive benefits package, including: medical/dental/vision and paid vacation (for F/T employees only), 401(k), generous personal pet care discounts, and more!

Experience in the veterinary field or a strong customer service background is required.

Compensation Range: $18.00/hour - $26.00/hour

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

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