Remote Client Services Specialist - Financial Benefits

Alerus Financial; Oak Knoll (MN); On-site; USD 28,929 - 30,307; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Paid time off

Job summary

Alerus Financial is seeking a Client Service Center Associate for a remote role. Candidates prefer to reside within Alerus footprint markets: Twin Cities, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours are Monday–Friday, 10am–7pm Central Time.

You will handle inquiries from retirement plan and health benefit participants, provide accurate information, and navigate internal systems to resolve questions. Competitive pay and comprehensive benefits accompany this position.

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, technology-driven environment.

Responsibilities

• Answer telephone, email and chat inquiries from Alerus retirement and health benefit participants promptly and courteously.
• Provide professional, accurate, and clear communication.
• 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 basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.
• 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.
• Meet performance standards such as quality assurance scores, attendance, and productivity.

Skills

Customer service

Financial services

Communication

Multitasking

Adaptability

Tools

AdminWeb

Salesforce

IBM Notes

Wex

Job description

Alerus Financial is seeking a Client Service Center Associate for a remote role. Candidates prefer to reside within Alerus footprint markets: Twin Cities, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours are Monday–Friday, 10am–7pm Central Time.

You will handle inquiries from retirement plan and health benefit participants, provide accurate information, and navigate internal systems to resolve questions. Competitive pay and comprehensive benefits accompany this position.