Client Service Specialist (KGA)

About Karel-Gordon & Associates:

Based in Deerfield, Illinois, Karel-Gordon & Associates (KGA) is an industry leader in combo retirement plan design, consulting, and administration. KGA specialized in custom retirement solutions designed specifically for its client's unique retirement objectives. KGA is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform.

Position Summary:

Strongpoint Partners is seeking a proactive and detail-oriented Client Services Specialist in the Chicagoland Area to serve as a key point of contact for retirement plan clients and advisors. This role supports day-to-day client inquiries, maintains accurate documentation and workflow systems, and collaborates closely with Operations and Pension Administration teams to ensure exceptional service delivery. The ideal candidate thrives in a fast-paced, client-facing environment, demonstrates strong organizational and communication skills, and is comfortable balancing multiple priorities with accuracy and professionalism. This position offers the opportunity to contribute meaningfully within a growing organization that values collaboration, accountability, and high-quality client service.

What You’ll Do

• Provide day-to-day client support and respond to inquiries from clients and advisors

• Serve as the initial point of contact and route requests to the appropriate team members

• Maintain and manage client CRM and workflow systems

• Organize and maintain confidential retirement plan documentation, network folders, and related records

• Create and update email templates; manage mass client communications

• Support special projects for the Operations and Pension Administration teams

• Provide technical support and troubleshoot issues within the client portal

What We’re Looking For

• Bachelor’s degree preferred (or equivalent professional experience)

• 2+ years of office experience

• 2+ years of client service experience

• Experience working in a fast-paced, client-facing environment

• Prior experience in Pension or Retirement Plan Administration preferred

• Strong proficiency in Microsoft 365 (Outlook, Excel, Word, Teams, etc.)

• Experience with Adobe Acrobat (creating/editing fillable forms, merging documents) preferred

• Excellent written and verbal communication skills

• Strong organization, prioritization, and problem-solving abilities

• Ability to manage multiple deadlines and work effectively under pressure

• Self-starter who can work independently and collaborate with a team

• Strong time management skills with a proactive, detail-oriented mindset

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$60,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.