Remote Retirement Services Associate - Customer Support

Five Star Solutions; Sandy (UT); Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This remote role lets you deliver a high level of customer service in a fast-paced environment from Utah.

Ideal candidates have a background in finance or retirement services, strong communication, and comfort handling billing and account information. You will use Salesforce and Microsoft Office daily to resolve questions and document cases, while

Qualifications

• Minimum age 18.
• Background check as per state and federal laws.
• 1 year of prior customer service, call center, or office experience.
• Strong verbal and written communication skills.
• Comfortable working with billing and account information.
• Attention to detail.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Reliable attendance and punctuality.
• Ability to work independently and in a team.
• Comfortable cross-training on other accounts.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries.
• Resolve client issues 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 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 holders.
• Perform other duties as assigned.

Skills

Customer service

Confidentiality

Communication

Active listening

De-escalation

Problem solving

Systems navigation

Salesforce

Microsoft Office

Teamwork

Tools

Amplify

Word

Excel

Salesforce

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries. This remote role lets you deliver a high level of customer service in a fast-paced environment from Utah.

Ideal candidates have a background in finance or retirement services, strong communication, and comfort handling billing and account information. You will use Salesforce and Microsoft Office daily to resolve questions and document cases, while