Remote Retirement Services Associate

Five Star Solutions; Idaho; A distancia; USD 17.000 - 24.000; Jornada completa

Descripción de la vacante

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

If you have a background in finance or retirement services and enjoy delivering exceptional service, this role offers steady hours Mon-Fri, with a shift differential and training. You will handle calls, emails, and case management in Salesforce, using Amplify, Word, Excel, and other systems to resolve issues quickly.

Formación

• Must be 18 years of age
• Background check required by 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

Responsabilidades

• 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

Conocimientos

Customer service

Communication

Attention to detail

Multitasking

Team collaboration

Herramientas

Salesforce

Microsoft Office

Excel

Word

Outlook

Descripción del empleo

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

If you have a background in finance or retirement services and enjoy delivering exceptional service, this role offers steady hours Mon-Fri, with a shift differential and training. You will handle calls, emails, and case management in Salesforce, using Amplify, Word, Excel, and other systems to resolve issues quickly.