Remote Retirement Services Associate

Five Star Solutions; Orangeburg (SC); Remote; USD 21,000 - 22,000; Full time

Benefits offered by this job

Paid training

Remote work availability

Job summary

Five Star Solutions is seeking remote associates to support retirement plan participants with distributions and account inquiries. This role offers a fast-paced, customer-focused environment and a background in finance or retirement services to deliver exceptional customer service.

We are looking for individuals who are passionate about delivering exceptional customer experience and can navigate multiple systems including Amplify, Salesforce, Word, and Excel to document and resolve inquiries.

Qualifications

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year of prior 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 accuracy.
• 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.
• Willingness to cross-train 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.
• Document all cases thoroughly 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 holders.
• Perform other duties as assigned.

Skills

Customer service

Communication

Attention to detail

Multi-system navigation

Empathy

Teamwork

Confidentiality

Problem solving

Time management

Tools

Salesforce

Microsoft Office

Job description

Five Star Solutions is seeking remote associates to support retirement plan participants with distributions and account inquiries. This role offers a fast-paced, customer-focused environment and a background in finance or retirement services to deliver exceptional customer service.

We are looking for individuals who are passionate about delivering exceptional customer experience and can navigate multiple systems including Amplify, Salesforce, Word, and Excel to document and resolve inquiries.