Remote Client Service Specialist - Retirement & Benefits

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

Benefits offered by this job

Bonus opportunities

Medical benefits

401(k) and ESOP

Paid time off

Volunteer time and donation match

Job summary

Alerus Financial is seeking a Client Service Center Associate to handle calls, emails, and chats from retirement plan and health benefit participants, providing support and information essential to customer queries.

The role emphasizes clear communication, product knowledge, and guidance on regulations for retirement and health benefits while leveraging internal tools to assist clients.

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 a 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) as it pertains to the job.
• Understand and communicate the 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 Alerus products and services that meet their needs and encourage a financially fit client.
• Foster a positive work environment and support co-workers in achievement of departmental goals.

Skills

Customer service

Financial services

Communication

Organization

Multitasking

Tools

AdminWeb

Salesforce

IBM Notes

Wex

Job description

Alerus Financial is seeking a Client Service Center Associate to handle calls, emails, and chats from retirement plan and health benefit participants, providing support and information essential to customer queries.

The role emphasizes clear communication, product knowledge, and guidance on regulations for retirement and health benefits while leveraging internal tools to assist clients.