Remote Retirement Services Associate | Customer Experience

Five Star Solutions; Clayton (MO); Remote; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

Shift differential

Paid training

Zusammenfassung

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused role. This position is open to remote workers across eligible states and offers training and a consistent full-time schedule.

Ideal candidates have a background in finance or retirement services and a passion for delivering exceptional customer service.

Qualifikationen

• At least 1 year of customer service, call center, or office experience.
• Comfortable handling billing and account information.
• Able to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Willing to cross-train on other accounts.

Aufgaben

• Respond to inquiries related to retirement benefit payments 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.
• Strong customer service skills with professionalism and empathy.
• Clear, concise, and professional telephone and written communication skills.
• Ability to instill customer confidence in Client's products and services while de-escalating challenging calls.
• Quick learner, able to navigate between proprietary and commercial systems to support benefit-related data and websites.
• Attention to detail when documenting in case management systems.
• Capacity to identify process failures and recommend improvements.
• Proficiency in Salesforce (or other CRM), Microsoft Office (Excel, Word, Outlook).

Kenntnisse

Customer service

Call center

Office software

Tools

Salesforce

Amplify website

Excel

Word

Outlook

Jobbeschreibung

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused role. This position is open to remote workers across eligible states and offers training and a consistent full-time schedule.

Ideal candidates have a background in finance or retirement services and a passion for delivering exceptional customer service.