Remote Retirement Services Associate

Five Star Solutions; Indiana; Remote; USD 21,000 - 28,000; Full time

Benefits offered by this job

Shift differential

Paid Training

Full-time position

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a remote, fast-paced, customer-focused environment. You will handle billing and account information, navigate multiple systems, and document cases in Salesforce.

Training is provided; you will de-escalate calls and deliver exceptional service while maintaining accuracy and empathy.

Qualifications

• 1 year of customer service, call center, or office experience preferred.
• Comfortable working with billing and account information.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Must be comfortable cross training on other accounts.
• Respond to inquiries related to retirement benefit payment issues.

Responsibilities

• 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 issues to supervisors/managers when necessary.
• Utilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactions.
• Accurately document all cases in Salesforce case management.
• Create Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requests.
• Assist with filing, record maintenance, and document imaging.
• Develop understanding of company operations and client needs; participate in training to enhance skills.
• Provide back-up support for participants/account holder.
• Maintain clear, concise, and professional communication; de-escalate challenging calls.

Skills

Customer service

Communication

Multitasking

Empathy

Attention to detail

Problem solving

Fast learner

Tools

Salesforce

Amplify

Excel

Word

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a remote, fast-paced, customer-focused environment. You will handle billing and account information, navigate multiple systems, and document cases in Salesforce.

Training is provided; you will de-escalate calls and deliver exceptional service while maintaining accuracy and empathy.