Remote Retirement Services Associate

Five Star Solutions; Charleston (WV); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Remote work option

Paid training

Full-time schedule

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across eligible U.S. states. You’ll handle calls, emails, and voicemails while delivering accurate information and a high level of service.

Ideal candidates have 1 year of customer service experience, strong communication skills, and comfort navigating billing data. Cross-training on other accounts is expected to ensure capable, reliable coverage.

Qualifications

• Must be 18 years of age.
• A background check required by state and federal laws.
• 1 year of 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 and reliability.
• Ability to navigate multiple computer systems and cross-train on accounts.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism and provide accurate answers.
• Resolve client issues and inquiries regarding benefit programs and procedures.
• Respond to retirement benefit payment inquiries in a fast-paced service center.
• Conduct web-based training sessions for clients as needed.
• Escalate client issues to supervisors or managers when necessary.
• Utilize Amplify, Word, Excel, and Salesforce to manage inquiries and transactions.
• Document all cases in Salesforce accurately and thoroughly.
• Promote online reviews when appropriate; create Salesforce tickets for check copies and 1099-Rs.
• Assist with filing, record maintenance, and document imaging.
• Develop understanding of company operations and client needs; participate in training.
• Provide back-up support for participants/account holders; perform other duties as assigned.

Skills

Customer service

Verbal communication

Written communication

Attention to detail

Teamwork

Reliability

Problem-solving

Tools

Salesforce

Amplify

Microsoft Excel

Word

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across eligible U.S. states. You’ll handle calls, emails, and voicemails while delivering accurate information and a high level of service.

Ideal candidates have 1 year of customer service experience, strong communication skills, and comfort navigating billing data. Cross-training on other accounts is expected to ensure capable, reliable coverage.