Client Relations Specialist II
HIS Envoys Group, Colorado Springs, CO, United States
Client Relations Specialist II
The Client Relations Specialist II provides advanced service and educational support to retirement plan participants and sponsors, handling complex service issues, driving process improvements, and serving as a resource for peer team members. This role contributes directly to client satisfaction, regulatory compliance, and operational excellence. By managing high-impact cases and coordinating with internal teams, the Specialist II ensures that each client experience reflects HIS Envoys Group's commitment to stewardship, service, and integrity. HIS Envoys Group is a faith-driven financial firm committed to helping individuals, businesses, and nonprofits steward their resources for Kingdom impact. We partner with a wide range of clientsincluding churches, ministries, rescue missions, retreat centers, and values-driven for-profit organizationsproviding investment, retirement, and financial consulting solutions that align with biblical principles. Our team shares a deep commitment to our clients' mission and values. We believe stewardship is a calling, not just a job. Whether serving a nonprofit ministry or a faith-led business, we approach every client relationship with integrity, clarity, and long-term vision. Our Biblically Responsible Investing (BRI) strategies reflect this conviction, helping clients pursue both financial growth and eternal impact. Harvest is a stewardship company and adheres to the biblical principle that it all belongs to God, and because it's all HIS, we are stewards of resources that we do not own, but have been trusted to us to manage. At HIS Envoys Group you'll find a place where your professional expertise and your faith-driven purpose come together. We foster a collaborative, high-performance environment where team members are encouraged to grow, lead, and make a meaningful difference in the lives of those we serve. Key Responsibilities
In addition to the responsibilities of the Client Relations Specialist I role, the Specialist II is expected to have key responsibilities of: Advanced Case Resolution: Resolve escalated or complex service issues independently, ensuring timely, accurate, and compliant outcomes. Sponsor Support: Support high-touch interactions with plan sponsors, assisting with advanced reporting needs, plan changes, and specialized account inquiries. Compliance Interpretation: Interpret and apply ERISA, IRS, and DOL regulations to participant and sponsor cases; act as a resource to junior team members on compliance-related questions. Peer Mentoring: Train and mentor Client Relations Specialist I staff by modeling service standards, guiding onboarding, and supporting their development. Process Leadership: Identify and lead process improvements that enhance client experience, operational efficiency, or documentation accuracy. Cross-Functional Coordination: Coordinate workflows across departments (Advisory, Compliance, Operations) to ensure seamless and consistent service delivery. Partner Liaison: Liaise with internal and external partners, including recordkeepers and payroll providers, to resolve technical or procedural service issues. Custom Reporting: Review and deliver custom reports and ensure data accuracy for plan sponsors with complex plan structures or higher service needs while identifying service trends and suggesting improvements. Salesforce Stewardship: Maintain and enhance CRM records within Salesforce, ensuring completeness, accuracy, and continuous improvement of workflow templates. Team Contribution: Participate in departmental projects, audits, and initiatives as assigned by management. Client Education and Outreach: Engage proactively with clients to provide plan updates, encourage positive saving behaviors, and promote available tools and resources. Other duties as assigned Key Metrics for Impact (KMIs)
In addition to the core service metrics for the Client Relations Specialist I role, the Specialist II will be evaluated on the following expanded measures of impact: Accuracy and resolution rate of escalated participant and sponsor cases Sponsor satisfaction ratings and retention metrics Quality and completeness of Salesforce documentation for complex interactions Peer feedback and impact on onboarding/training outcomes Participation in workflow improvement initiatives Cross-functional collaboration success (feedback from Advisory, Compliance, etc.) Interdepartmental resolution turnaround time and communication quality Required Qualifications
The following are required qualifications for this position: High school diploma or GED required; college coursework or degree preferred 25 years of experience in financial services, retirement plan administration, or client service Demonstrated ability to independently resolve complex service issues and interpret plan rules Strong knowledge of 401(k), 403(b), and ERISA regulations Proficiency with Microsoft Office Suite and Salesforce (or similar CRM) ASPPA certifications preferred; progress toward financial licensure (e.g., Series 65) a plus Proven ability to mentor peers and manage multiple priorities in a fast-paced environment Behavioral Competencies
The following behavioral competencies are essential for this role: Demonstrates strong values alignment with our firm mission statement; "To create Kingdom impact by championing Biblical financial stewardship." HIS Envoys Group is a stewardship company and adheres to the Biblical principle that it all belongs to God, and because it is all His, we are stewards of resources that we do not own but have been entrusted to us to manage. We help Christ Followers better align their God-entrusted resources with their Biblical values. Demonstrates professionalism and emotional intelligence in client and colleague interactions Exhibits an ownership mindset with strong follow-through and accountability Applies problem-solving and analytical thinking to resolve challenges and advance team goals Collaborates effectively across teams and departments Maintains high attention to detail and ensures data accuracy Aligns behavior with the mission, values, and service standards of HIS Envoys Group Provides peer mentorship with humility, clarity, and service-driven intent Anticipates client needs and proactively seeks service improvements Work Environment & Physical Requirements
This is a fully in-person role based in either the Colorado Springs, CO or Oakbrook Terrace, IL office. Requires regular computer-based work and the ability to sit or stand for extended periods. Minimal travel is anticipated. Compensation Pay Rate
$25-$29/hour Disclosed in accordance with state law. Career Progression
This role may provide opportunities to advance to Client Relations Manager after demonstrating exceptional performance and gaining experience and dependent on organizational needs. Benefits Overview
Employees in this role are eligible for a comprehensive benefits package, including: Medical Insurance: Multiple plan options, including traditional copay and HSA-compatible plans Dental and Vision Insurance: Voluntary coverage with national provider networks Life and Disability Insurance: Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage Monthly Benefit Allowance: A set monthly allowance is provided to apply toward employer-sponsored benefits or private plans of your choice Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure Paid Time Off: Flexible PTO policy that covers vacation, sick, and personal time, plus paid holidays Profit Sharing: Eligibility for company profit sharing based on organizational performance Professional Development: Reimbursement available for approved certifications, licenses, and credentials Equal Opportunity & Employment Status
HIS Envoys Group is an Equal Opportunity Employer. All employment is at-will and subject to applicable federal, state, and local laws. Non-Contract Disclaimer This position description is not intended to create an employment contract, express or implied, and does not alter the at-will nature of employment.
The Client Relations Specialist II provides advanced service and educational support to retirement plan participants and sponsors, handling complex service issues, driving process improvements, and serving as a resource for peer team members. This role contributes directly to client satisfaction, regulatory compliance, and operational excellence. By managing high-impact cases and coordinating with internal teams, the Specialist II ensures that each client experience reflects HIS Envoys Group's commitment to stewardship, service, and integrity. HIS Envoys Group is a faith-driven financial firm committed to helping individuals, businesses, and nonprofits steward their resources for Kingdom impact. We partner with a wide range of clientsincluding churches, ministries, rescue missions, retreat centers, and values-driven for-profit organizationsproviding investment, retirement, and financial consulting solutions that align with biblical principles. Our team shares a deep commitment to our clients' mission and values. We believe stewardship is a calling, not just a job. Whether serving a nonprofit ministry or a faith-led business, we approach every client relationship with integrity, clarity, and long-term vision. Our Biblically Responsible Investing (BRI) strategies reflect this conviction, helping clients pursue both financial growth and eternal impact. Harvest is a stewardship company and adheres to the biblical principle that it all belongs to God, and because it's all HIS, we are stewards of resources that we do not own, but have been trusted to us to manage. At HIS Envoys Group you'll find a place where your professional expertise and your faith-driven purpose come together. We foster a collaborative, high-performance environment where team members are encouraged to grow, lead, and make a meaningful difference in the lives of those we serve. Key Responsibilities
In addition to the responsibilities of the Client Relations Specialist I role, the Specialist II is expected to have key responsibilities of: Advanced Case Resolution: Resolve escalated or complex service issues independently, ensuring timely, accurate, and compliant outcomes. Sponsor Support: Support high-touch interactions with plan sponsors, assisting with advanced reporting needs, plan changes, and specialized account inquiries. Compliance Interpretation: Interpret and apply ERISA, IRS, and DOL regulations to participant and sponsor cases; act as a resource to junior team members on compliance-related questions. Peer Mentoring: Train and mentor Client Relations Specialist I staff by modeling service standards, guiding onboarding, and supporting their development. Process Leadership: Identify and lead process improvements that enhance client experience, operational efficiency, or documentation accuracy. Cross-Functional Coordination: Coordinate workflows across departments (Advisory, Compliance, Operations) to ensure seamless and consistent service delivery. Partner Liaison: Liaise with internal and external partners, including recordkeepers and payroll providers, to resolve technical or procedural service issues. Custom Reporting: Review and deliver custom reports and ensure data accuracy for plan sponsors with complex plan structures or higher service needs while identifying service trends and suggesting improvements. Salesforce Stewardship: Maintain and enhance CRM records within Salesforce, ensuring completeness, accuracy, and continuous improvement of workflow templates. Team Contribution: Participate in departmental projects, audits, and initiatives as assigned by management. Client Education and Outreach: Engage proactively with clients to provide plan updates, encourage positive saving behaviors, and promote available tools and resources. Other duties as assigned Key Metrics for Impact (KMIs)
In addition to the core service metrics for the Client Relations Specialist I role, the Specialist II will be evaluated on the following expanded measures of impact: Accuracy and resolution rate of escalated participant and sponsor cases Sponsor satisfaction ratings and retention metrics Quality and completeness of Salesforce documentation for complex interactions Peer feedback and impact on onboarding/training outcomes Participation in workflow improvement initiatives Cross-functional collaboration success (feedback from Advisory, Compliance, etc.) Interdepartmental resolution turnaround time and communication quality Required Qualifications
The following are required qualifications for this position: High school diploma or GED required; college coursework or degree preferred 25 years of experience in financial services, retirement plan administration, or client service Demonstrated ability to independently resolve complex service issues and interpret plan rules Strong knowledge of 401(k), 403(b), and ERISA regulations Proficiency with Microsoft Office Suite and Salesforce (or similar CRM) ASPPA certifications preferred; progress toward financial licensure (e.g., Series 65) a plus Proven ability to mentor peers and manage multiple priorities in a fast-paced environment Behavioral Competencies
The following behavioral competencies are essential for this role: Demonstrates strong values alignment with our firm mission statement; "To create Kingdom impact by championing Biblical financial stewardship." HIS Envoys Group is a stewardship company and adheres to the Biblical principle that it all belongs to God, and because it is all His, we are stewards of resources that we do not own but have been entrusted to us to manage. We help Christ Followers better align their God-entrusted resources with their Biblical values. Demonstrates professionalism and emotional intelligence in client and colleague interactions Exhibits an ownership mindset with strong follow-through and accountability Applies problem-solving and analytical thinking to resolve challenges and advance team goals Collaborates effectively across teams and departments Maintains high attention to detail and ensures data accuracy Aligns behavior with the mission, values, and service standards of HIS Envoys Group Provides peer mentorship with humility, clarity, and service-driven intent Anticipates client needs and proactively seeks service improvements Work Environment & Physical Requirements
This is a fully in-person role based in either the Colorado Springs, CO or Oakbrook Terrace, IL office. Requires regular computer-based work and the ability to sit or stand for extended periods. Minimal travel is anticipated. Compensation Pay Rate
$25-$29/hour Disclosed in accordance with state law. Career Progression
This role may provide opportunities to advance to Client Relations Manager after demonstrating exceptional performance and gaining experience and dependent on organizational needs. Benefits Overview
Employees in this role are eligible for a comprehensive benefits package, including: Medical Insurance: Multiple plan options, including traditional copay and HSA-compatible plans Dental and Vision Insurance: Voluntary coverage with national provider networks Life and Disability Insurance: Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage Monthly Benefit Allowance: A set monthly allowance is provided to apply toward employer-sponsored benefits or private plans of your choice Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure Paid Time Off: Flexible PTO policy that covers vacation, sick, and personal time, plus paid holidays Profit Sharing: Eligibility for company profit sharing based on organizational performance Professional Development: Reimbursement available for approved certifications, licenses, and credentials Equal Opportunity & Employment Status
HIS Envoys Group is an Equal Opportunity Employer. All employment is at-will and subject to applicable federal, state, and local laws. Non-Contract Disclaimer This position description is not intended to create an employment contract, express or implied, and does not alter the at-will nature of employment.