Client Service Specialist; KGA

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.

With a coast-to-coast network of 19 leading firms including Howard Simon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc.

("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:  .

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.

• 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

• 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

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