Remote Client Service Associate - Retirement and Benefits

Alerus Financial; Saint Paul (MN); Remote; USD 29,000 - 30,000; Full time

Job summary

Alerus Financial is seeking a Client Service Center Associate for a remote role serving retirement plan and health benefit participants. The role involves answering calls, emails, and chats, and acting as a single point of contact for clients on Alerus products.

You will educate, troubleshoot, and respond to inquiries, while maintaining knowledge of products, systems, and regulations. Strong communication and organization are essential, with focus on timely, accurate support.

Qualifications

• 1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.
• 1+ years experience directly related to financial services preferred.
• Excellent written/oral communication and organization skills required.
• Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.
• Proven ability to adapt to as fast paced, changing environment centered around technology.

Responsibilities

• Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously.
• Provide professional, accurate, and clear communication.
• Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps.
• Maintain up to date financial services, internal systems and software knowledge (AdminWeb, Salesforce, IBM Notes, and Wex).
• Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.

Skills

Customer service

Communication

Organization

Time management

Adaptability

Tools

AdminWeb

Salesforce

IBM Notes

Wex

Job description

Alerus Financial is seeking a Client Service Center Associate for a remote role serving retirement plan and health benefit participants. The role involves answering calls, emails, and chats, and acting as a single point of contact for clients on Alerus products.

You will educate, troubleshoot, and respond to inquiries, while maintaining knowledge of products, systems, and regulations. Strong communication and organization are essential, with focus on timely, accurate support.