Remote Retirement Plan Support Specialist

Precisionstaffingusa; Blue Ash (OH); Remote; USD 23,000 - 32,000; Full time

Job summary

Precision Staffing USA is seeking a Remote Customer Service Specialist to support retirement plan participants. You will answer inquiries, educate on distributions, rollovers, and online tools, and maintain confidentiality.

Requires 1–2 years of customer service, a high school diploma or GED, bilingual Spanish/English preferred, and familiarity with Microsoft Office. Flexible EST hours apply; full-time with standard benefits and ongoing training.

Qualifications

• 1–2 years of customer service and contact center experience.
• Retirement plans experience preferred.
• Proficient written and oral communication; able to manage priorities and meet deadlines.

Responsibilities

• Answer inquiries in a professional manner.
• Educate participants on retirement plan options (distributions, rollovers, consolidations).
• Assist participants online access and resolve online requests.
• Coordinate with Client Service and Admin Service teams for timely support.
• Protect confidentiality and comply with regulations and policies.
• Identify opportunities to improve processes and service quality.

Skills

Customer service

Communication skills

Bilingual Spanish/English

Multitasking

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

OMNI system

Relius system

Job description

Precision Staffing USA is seeking a Remote Customer Service Specialist to support retirement plan participants. You will answer inquiries, educate on distributions, rollovers, and online tools, and maintain confidentiality.

Requires 1–2 years of customer service, a high school diploma or GED, bilingual Spanish/English preferred, and familiarity with Microsoft Office. Flexible EST hours apply; full-time with standard benefits and ongoing training.