About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Admin.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is seeking an Operations Associate to deliver accurate, timely operational support for savers and sponsors. This role focuses on processing inbound account documentation and written inquiries (email/chat), resolving customer issues, and escalating complex items to management when required.

• Process inbound documentation and written inquiries in accordance with company and state policies.
• Respond to customer support requests promptly and via multiple communication channels (email, chat).
• Provide clear, accurate, and empathetic responses; escalate when necessary.
• Troubleshoot account issues and propose practical solutions.
• Maintain data accuracy and confidentiality; follow secure handling procedures for sensitive information.
• Contribute to projects and continuous-improvement initiatives to enhance client engagement and operational efficiency.
• Provide actionable feedback to product and management teams on process or product improvements.

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Who You Are / Required Qualifications

• Bachelor’s degree or equivalent work experience.
• Entry-level to early-career experience; prior financial services or retirement-plan exposure is a plus.
• Strong verbal and written communication skills.
• High attention to detail and commitment to data accuracy.
• Problem-solving mindset and ability to adapt in a dynamic environment.
• Proficiency with Microsoft Office (Excel skills preferred), CRM systems, and Google Workspace.

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Preferred / Nice-to-Have

• Hands-on Excel experience (VLOOKUPs, pivot tables, data validation).
• Prior experience supporting retirement plans or similar financial products.
• Familiarity with client-service workflows and regulatory/state guidance.

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Compensation & Benefits

• Pay range: $24.00 - $25.00 per hour (Contract to Hire). Individual pay will depend on experience, skills, and other job-related factors.
• Potential benefits for eligible employees (subject to classification and length of employment) may include:
  • Medical, dental & vision
  • 401(k) retirement plan with pre-tax and Roth options
  • Short- and long-term disability
  • Voluntary life & AD&D insurance
  • Health Savings Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Paid time off (PTO, vacation, sick leave)
• This is a hybrid role based in King of Prussia, PA; schedule and exact remote/hybrid days will be defined by the hiring team.

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Work Arrangement & Employment Type

• Contract to Hire (initial contract with potential for direct hire).
• Hybrid workplace (on-site presence required as determined by the client).

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Equal Employment & Compliance Notes

Confidential Client follows all applicable federal, state, and local hiring and workplace laws. Candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetic information, or any other legally protected characteristic.

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About Confidential Client

Confidential Client is hiring to support administrative and client-service operations within the Admin industry. The team values client satisfaction, attention to detail, and continuous improvement. This role offers an opportunity to build operational expertise in a fast-paced, client-facing environment.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.