Client Service Center Associate - Retirement & Benefits

Alerus Financial; Minnesota; Remote; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Service Center Associate to join their remote team. In this role, you will be the first point of contact for retirement plan and health benefit participants, providing exceptional service through phone, email, and chat. Your ability to communicate clearly and maintain a deep knowledge of financial products will be key to fostering strong customer relationships. This dynamic position offers competitive compensation and comprehensive benefits, encouraging personal and professional growth within a supportive environment. If you thrive in fast-paced settings and are passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Parental Leave

Professional Development Resources

Community Support

Life Insurance

Disability Insurance

Qualifications

• 1+ years of experience in customer service or accounting/bookkeeping preferred.
• Proven ability to adapt to a fast-paced, changing environment.

Responsibilities

• Answer inquiries from retirement plan and health benefit participants promptly.
• Maintain up-to-date knowledge of financial services and internal systems.

Skills

Customer Service

Communication Skills

Organization Skills

Adaptability

Education

Experience in Employee Benefits

Experience in Financial Services

Tools

Salesforce

AdminWeb

IBM Notes

Wex

Job description

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

• Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all participants. Inbound calls will cover topics including retirement plan provisions, IRS and DOL regulations, distributions, contributions, investments, balance inquiries, and claim status.
• Provide professional, accurate, and clear communication.
• Understand and clearly communicate the use of Alerus websites and mobile apps.
• Maintain up-to-date knowledge of financial services, internal systems, and software (AdminWeb, Salesforce, IBM Notes, and Wex).
• Understand and communicate basic provisions of retirement plan documents, adoption agreements, and loan policies.
• Understand and communicate regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
• Actively maintain knowledge of all Alerus products, services, and processes.
• Develop and enhance customer relationships by informing customers of relevant products and services.
• Foster a positive work environment and support co-workers in achieving departmental goals.
• Meet performance standards such as quality assurance scores, attendance, and productivity. Notify manager 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 written and oral communication and organization skills.
• Ability to prioritize, be self-motivated, and manage multiple tasks independently.
• Proven ability to adapt to a fast-paced, changing environment centered around technology.

WHAT WE BRING TO THE TABLE

• Competitive compensation including base salary, bonus, and incentives.
• Comprehensive benefits including health, dental, vision, life, disability insurance, 401(k), and ESOP.
• Generous paid time off, holidays, parental, and bereavement leave.
• Resources for personal and professional development and career growth.
• Access to financial experts, wellness tools, and discounts on products and services.
• Community support through volunteer time and donation matching.

WORK ENVIRONMENT

Work is typically performed in an office setting. Employees are required to sit for extended periods and occasionally lift or move supplies up to 20 pounds.

BASE PAY RANGE

$21.00 - $22.00 per hour

This description is intended to outline the general nature and level of work; it is not exhaustive of all responsibilities, duties, and qualifications.

EEO Statement

Alerus is an equal opportunity employer that values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.