Client Service Center Associate - Retirement & Benefits

Alerus; Excelsior (MN); Remote; USD 10,000 - 60,000; Full time

Job summary

A leading company is seeking a Client Service Center Associate for a remote position. The role involves answering inquiries from retirement and health benefit participants, providing support, and maintaining knowledge of financial services. Ideal candidates should have experience in customer service or financial services, with strong communication and organizational skills. The position offers competitive compensation and a comprehensive benefits package.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Learning and Development Resources

Qualifications

• 1+ years of experience in employee benefits, customer service, or accounting/bookkeeping.
• 1+ years of experience related to financial services.

Responsibilities

• Answer inquiries from retirement and health benefit participants.
• Educate and troubleshoot issues related to retirement plans and health benefits.
• Maintain up-to-date knowledge of financial services and systems.

Skills

Communication

Organization

Adaptability

Tools

AdminWeb

Salesforce

IBM Notes

Wex

Job description

Join to apply for the Client Service Center Associate - Retirement & Benefits role at Alerus

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Description

This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.

Hours: Monday - Friday 10am - 7pm Central Time.

WHO ARE WE:

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES:

• Passion for Excellence
• Success is Never Final
• Do the Right Thing
• One Alerus

ABOUT THE ROLE:

The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants. Client Service Associates educate, troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.

WHAT YOU'LL BE DOING:

1. Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously.
2. Show respect and patience to all participants.
3. Handle inquiries on topics including retirement plan provisions, IRS and DOL regulations, distributions, contributions, investments, balance inquiries, and claim status.
4. Provide professional, accurate, and clear communication.
5. Understand and communicate the use of Alerus websites and mobile apps.
6. Maintain up-to-date knowledge of financial services, systems, and software (AdminWeb, Salesforce, IBM Notes, Wex).
7. Understand and communicate provisions of retirement plan documents, adoption agreements, and loan policies.
8. Communicate regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
9. Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs.
10. Support a positive work environment and collaborate with team members.
11. Meet performance standards and proactively notify managers if standards are not met.

WHAT YOU SHOULD HAVE:

• 1+ years of experience in employee benefits, customer service, or accounting/bookkeeping (preferred).
• 1+ years of experience related to financial services (preferred).
• Excellent communication and organization skills.
• Ability to prioritize, be self-motivated, and manage multiple tasks.
• Adaptability to a fast-paced, technology-centered environment.

WHAT WE BRING TO THE TABLE:

• Competitive compensation including base salary, bonus, and incentives.
• Comprehensive benefits package including health, dental, vision, life, disability, 401(k), and ESOP.
• Generous paid time off, holidays, parental and bereavement leave.
• Learning and development resources and career advancement opportunities.
• Access to financial experts, wellness tools, and product discounts.
• Community support through volunteer time and donation matching.

WORK ENVIRONMENT:

Typically performed in an office setting. May require sitting for extended periods, occasional movement, and lifting supplies up to 20 pounds.

BASE PAY RANGE:

$21.00 - $22.00 per hour

The above information is not exhaustive of all responsibilities, duties, and qualifications.

Alerus is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. For more information, review the Know Your Rights notice from the Department of Labor.