Client Service Center Associate - Retirement & Benefits

Alerus Financial; Phoenix (AZ); Remote; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Service Center Associate to provide exceptional support to retirement plan and health benefit participants. In this remote role, you will be the key point of contact, assisting clients with inquiries about Alerus products and services. Your expertise in customer service and financial services will help foster strong client relationships. This role offers a competitive salary, comprehensive benefits, and opportunities for personal and professional development. If you thrive in a fast-paced, technology-driven environment and are passionate about helping others, this position is perfect for you.

Benefits

Comprehensive health benefits

401(k) plan

Generous paid time off

Parental leave

Professional development resources

Community support and volunteer time

Wellness tools and discounts

Qualifications

• 1+ years in employee benefits, customer service, or accounting/bookkeeping preferred.
• Experience in financial services preferred.

Responsibilities

• Respond to inquiries via phone, email, and chat about retirement provisions and claims.
• Explain the use of Alerus websites and mobile apps.

Skills

Customer Service

Communication Skills

Organizational Skills

Adaptability

Education

1+ years in employee benefits or customer service

Experience in financial services

Tools

Salesforce

AdminWeb

IBM Notes

Wex

Job 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 dedicated to helping clients achieve their financial goals. We are committed to integrity, valued advice, collaboration, innovation, and growth. Recognized as a Top Workplace, we value our team members' expertise and foster long-term relationships.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

The Client Service Center Associate answers incoming calls from retirement plan and health benefit participants, providing support, troubleshooting, and information to ensure efficient service. The role focuses on being a single point of contact for client support regarding Alerus products.

WHAT YOU'LL BE DOING:

1. Respond promptly and courteously to inquiries via phone, email, and chat, covering topics like retirement provisions, IRS and DOL regulations, distributions, contributions, investments, balances, and claims.
2. Communicate professionally and clearly.
3. Explain the use of Alerus websites and mobile apps.
4. Maintain knowledge of financial services, systems, and software (AdminWeb, Salesforce, IBM Notes, Wex).
5. Understand and communicate retirement plan documents, adoption agreements, and loan policies.
6. Explain health savings accounts, flexible spending accounts, and health reimbursement arrangements regulations.
7. Stay updated on all Alerus products, services, and processes.
8. Build customer relationships by informing clients of relevant products and services.
9. Support a positive work environment and team goals.
10. Meet performance standards and notify managers if standards are not met.

WHAT YOU SHOULD HAVE:

1. At least 1+ years in employee benefits, customer service, or accounting/bookkeeping (preferred).
2. Experience related to financial services (preferred).
3. Excellent communication and organizational skills.
4. Ability to prioritize, be self-motivated, and manage multiple tasks.
5. Adaptability to a fast-paced, technology-centered environment.

WHAT WE BRING TO THE TABLE:

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

WORK ENVIRONMENT: Office setting, with periods of sitting, occasional movement, and lifting up to 20 pounds.

BASE PAY RANGE: $21.00 - $22.00 per hour

This description provides a general overview and not an exhaustive list of responsibilities or qualifications.

Alerus is an equal opportunity employer committed to diversity and nondiscrimination.