Member Experience Specialist - Contract

Candidates should have at least 2 years of experience in customer service, client relations, or member experience, preferably in financial services. Demonstrated experience with white glove service or high-touch client management is required. Strong understanding of investment account transfers, particularly ACATs, is highly desirable. Excellent written and verbal communication, exceptional organizational skills, meticulous attention to detail, and proficiency in CRM software and Google Suite are necessary. The ability to work independently, manage multiple priorities in a fast-paced environment, and a proactive problem-solving approach are essential. Experience supporting investment account rollovers, electronic, ACH, and manual transfers, managing messaging inboxes, help desk ticketing platforms, and phone support are preferred.