Remote Retirement Plan Support Specialist

Five Star Solutions; Kansas City (KS); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid Training

Shift differential

Remote work

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a fast-paced, customer-focused environment.

This remote position is available to residents in the United States, including KS, and requires strong communication skills, a background in finance or retirement services, and a commitment to dependable, accurate service. Paid training provided; shift differential applies for nights and weekends.

Qualifications

• Must be 18 years of age
• A background check applicable with state and federal laws will be required
• 1 year previous customer service, call center, or office experience preferred
• Strong verbal and written communication skills
• Comfortable working with billing and account information
• Strong attention to detail
• Ability to navigate multiple computer systems
• Professional and empathetic approach to customer concerns
• Reliable attendance and punctuality
• Ability to work independently and as part of a team
• Must be comfortable cross training on other accounts

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries
• Resolve client issues, concerns, and inquiries regarding benefit programs and procedures
• Respond to inquiries related to retirement benefit payment issues in a fast-paced service center environment
• Conduct web-based training sessions for clients as needed
• Escalate client or customer issues to supervisors/managers when necessary
• Utilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactions
• Accurately and thoroughly document all cases in Salesforce case management
• Promote online reviews when appropriate
• Create Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requests
• Assist with filing, record maintenance, and document imaging
• Develop a strong understanding of company operations and client needs
• Participate in scheduled and ad hoc training sessions to enhance knowledge and skills
• Provide back-up support for participants/account holder
• Perform other duties as assigned

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a fast-paced, customer-focused environment.

This remote position is available to residents in the United States, including KS, and requires strong communication skills, a background in finance or retirement services, and a commitment to dependable, accurate service. Paid training provided; shift differential applies for nights and weekends.