Remote Retirement Services Associate

Five Star Solutions; Nashville (TN); Remote; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid Training

Shift differential

Remote work

Job summary

Five Star Solutions is hiring associates to support retirement plan participants with distribution and account inquiries in a remote role. The position requires delivering exceptional customer service in a fast-paced environment and involves handling billing, account information, and multiple systems.

Training is provided, with a shift differential for nights and weekends. Ideal candidates have strong communication, empathy, and problem-solving skills, plus experience using Salesforce and

Qualifications

• 1 year of prior customer service, call center, or office experience preferred.
• Comfortable working with billing and account information.
• Able to navigate multiple computer systems and SR platforms.

Responsibilities

• Respond to inquiries related to retirement benefit payments in a fast-paced service center.
• Document all cases in Salesforce with accuracy and detail.
• Create Salesforce tickets for checks, 1099-Rs, and related requests.

Skills

Customer service

Communication skills

Empathy

Multi-system navigation

Written and telephone communication

Problem de-escalation

Attention to detail

Quick learner

Tools

Salesforce

Amplify website

Microsoft Word

Microsoft Excel

Job description

Five Star Solutions is hiring associates to support retirement plan participants with distribution and account inquiries in a remote role. The position requires delivering exceptional customer service in a fast-paced environment and involves handling billing, account information, and multiple systems.

Training is provided, with a shift differential for nights and weekends. Ideal candidates have strong communication, empathy, and problem-solving skills, plus experience using Salesforce and