Customer Solutions Specialist - Level 1

Wespath Institutional Investments LLC; Glenview (IL); Híbrido; USD 58.000 - 67.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Health benefits from day one

Retirement plan 8% employer contrib.+2

PTO 17 days + 12 holidays

Hybrid work in Glenview, IL (in-office

Financial planning assistance from EY

Paid parental leave

Tuition reimbursement

Descripción de la vacante

Wespath Institutional Investments LLC in Glenview, IL seeks a Customer Solutions Specialist in our Customer Service department. You will learn retirement benefit plans and provide first call resolution for participants and approved associates.

This hourly role emphasizes accurate guidance, account security, and strong customer service skills. You will handle multiple systems, remain process-oriented, and use Word/Excel to support interactions.

Formación

• Associate degree or equivalent work experience required.
• Passion for serving customers and a positive, professional phone demeanor.
• Ability to learn complex benefits systems and apply knowledge to cases.
• Ability to multi-task while assisting customers over the phone.
• Proficiency with technology; experience using Word and Excel and multiple systems.

Responsabilidades

• Learn and explain complex retirement and benefits plans to participants and approved associates.
• Provide first call resolution and secure accounts before assisting the participant.
• Demonstrate process orientation and ability to use multiple systems concurrently.
• Deliver excellent customer service with a focus on accuracy and clarity.

Conocimientos

Customer service mindset

Multitasking

Phone communication

Problem solving

Tech-savvy

Educación

Associate degree or equivalent experience

Bachelor’s degree (preferred)

Herramientas

Word

Excel

CRM systems

Workflow systems

Descripción del empleo

Primary Duties and Responsibilities

Wespath recognized as a 2026 Chicago’s Best and Brightest Companies to Work For® and a 2026 National Best and Brightest Companies to Work For®, is seeking a customer-focused individual to join our award-winning organization as a Customer Solutions Specialist in our Customer Service department.

Location

1901 Chestnut Ave
Glenview, Illinois, 60025
United States

Category

Customer Service

Date Needed by

12/31/2026

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 hourly position you’ll learn multiple, complex benefit plans (mostly retirement benefits) to provide first call resolution to participants, and their approved associates. Calls can vary from helping participants understand their benefits, get updates on current benefit processes, access systems, or complete self-service tasks. You’ll also be responsible for securing accounts before assisting the participant. Individuals who excel in this role:

• Want to not only know what the correct answer is but why it’s the correct answer.
• Are process oriented.
• Are comfortable utilizing multiple systems at the same time.
• Have a customer service heart.

Compensation and Benefits for the Customer Solutions Specialist:

• Starting at $58,000.00 annually + an incentive opportunity
• Medical, dental, vision and well-being benefits from our HealthFlex on day one!
• 8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 17 days of PTO + 12 paid holidays
• Hybrid work environment (office is located in Glenview, IL; Need to be able to be in the office on Tuesdays and Wednesdays, and other days as needed.)
• Free financial planning assistance from EY
• Paid parental leave
• Tuition reimbursement and other development opportunities

Minimum Requirements/Qualifications:

• Associate degree or equivalent work experience.
• Has a passion for serving customers.
• Has a consistent positive and professional demeanor over the phone.
• Prior experience learning a complex subject or system and applying the learned information to future situations.
• Can multi-task while working with a customer over the phone.
• Proficient with technology and has basic experience with Word and Excel. Has utilized multiple systems concurrently.

Preferred Requirements/Qualifications:

• 1 year of contact center experience.
• Bachelor’s degree.
• Prior benefits administration customer service experience: preferably with defined benefit, defined contribution or health benefits.
• Prior experience with CRM systems and workflow systems.

Wespath is an Equal Opportunity Employer and does not discriminate in hiring.