Remote Retirement Services Associate

Five Star Solutions; Virginia Beach (VA); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid Training

Full-time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and a commitment to excellent customer service are a plus.

Responsibilities include handling inbound calls, emails, and Salesforce cases, resolving issues, and documenting interactions. The role offers $15/hour with a $1 night/weekend differential, 40 hours per week, EST hours,

Qualifications

• Strong customer service and communication skills.
• Ability to navigate multiple computer systems and document cases.
• Confidentiality and meeting timelines in a fast-paced environment.

Responsibilities

• Handle inbound calls, emails, and voicemails with professionalism.
• Resolve client issues related to retirement programs and payments.
• Document all cases in Salesforce and manage transactions.

Skills

Customer service

Communication skills

Active listening

Confidentiality

Teamwork

Problem solving

Empathy

Reliability

Detail-oriented

Multitasking

Adaptability

Tools

Salesforce

Microsoft Office

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and a commitment to excellent customer service are a plus.

Responsibilities include handling inbound calls, emails, and Salesforce cases, resolving issues, and documenting interactions. The role offers $15/hour with a $1 night/weekend differential, 40 hours per week, EST hours,