Service Delivery Specialist - Customer Solutions

Service Delivery Specialist - Customer Solutions

Location:

1901 Chestnut Ave Glenview, Illinois, 60025 United States

Category:
Customer Service

Date Needed by: 2/2/2026

Recognized eight times as a Chicago’s Best and Brightest Companies to Work For® and seven times as a National Best and Brightest Companies to Work For®, Wespath is seeking a talented individual to join our award-winning organization in the newly created role of Service Delivery Specialist - Customer Solutions in our Customer Service department.

Serving The United Methodist Church for over a century;
Wespath and its subsidiaries maintain one of the largest faith-based pension funds in the world, serving more than 100,000 active and retired clergy and lay employees of the Church. Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

In this hybrid role, reporting to the Customer Solutions Director, you’ll deliver personalized, high-quality support to retirement account participants with substantial account balances (over $850K). This role focuses on fostering lasting relationships, ensuring a seamless participant experience, and partnering across departments to resolve complex benefits and service matters. As the Specialist you’ll serve as a trusted resource—educating participants, enhancing satisfaction, and supporting Wespath’s mission to help participants achieve financial well‑being.

This position does not provide financial advice.

More specifically, as the Service Delivery Specialist – CS you’ll:

• Service participants using first contact resolution for incoming calls and email inquiries utilizing multiple resources and systems.
• Conduct holistic, consultative, and educational discussions with participants based on their benefit eligibility and needs; educate participants with relevant information beyond their initial request.
• Proactively engage with participants by phone and/or video meetings multiple times a year to share information and maintain relationships, in partnership with the asset retention group at distribution and rollover points.
• Implement strategies to improve the overall service experience for the assigned participant group.
• Document participant interactions and key learnings to improve knowledge sharing and consistency in service delivery.

• Monitor incoming requests for the participant group and coordinate with internal teams to ensure timely completion.
• Maintain a deep understanding of retirement, welfare, and health and wellness plan offerings, investment options, and related regulatory requirements as well as Wespath processes and tools.
• Leverage CRM and data management tools to track engagement, follow‑up activity, and participant satisfaction.
• Track performance metrics and provide regular reports on outreach campaigns, participant satisfaction, and related outcomes.
• Provide input on participant engagement and asset retention campaigns; identify when supplemental materials may be needed for unique participant needs.
• Collaborate with management and Learning & Development staff to enhance participant support based on lessons learned.
• Identify and propose process improvements and service innovations that strengthen the participant experience.
• Partner with cross‑functional teams to align service delivery with organizational goals and participant retention strategies.

• Medical, dental, vision and well‑being benefits from our Health Flex Exchange on day one!
• 8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 22 days of PTO + 12 paid holidays
• Hybrid work environment (Office is located in Glenview, IL; will need to be in office on Tuesdays and Wednesdays and as otherwise needed.)
• Free financial planning assistance from EY
• Paid parental leave
• Tuition reimbursement and other development opportunities
• The compensation range for…