Remote Retirement Services Specialist

Five Star Solutions

Arkansas City (KS)

Remote

USD 17,000 - 24,000

Full time

8 days ago

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Benefits offered by this job

Paid training
Shift differential ( nights & wkds )
Remote work

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. The role is remote for eligible US residents and emphasizes fast-paced, customer-focused service.

Ideal candidates bring a background in finance or retirement services and strong communication skills. The schedule is full-time (40 hours/week) with paid training and a $15 per hour base pay plus a $1 shift differential for nights and weekends.

Qualifications

  • Must be 18 years or older.
  • Background check per state and federal laws.
  • 1 year of customer service, call center, or office experience preferred.
  • Strong verbal and written communication skills.
  • Comfortable handling billing and account information.
  • Attention to detail and ability to navigate multiple systems.
  • Empathetic, professional approach to customer concerns.
  • Reliable attendance and punctuality; able to work independently or in a team.
  • Willing to cross-train on other accounts.

Responsibilities

  • Handle inbound calls, emails, and voicemails professionally with accurate answers.
  • Resolve client inquiries regarding benefit programs and procedures.
  • Address retirement benefit payment inquiries in a fast-paced service center.
  • Conduct web-based training sessions for clients as needed.
  • Escalate issues to supervisors when necessary.
  • Use Salesforce, Word, Excel, and Amplify to manage inquiries and transactions.
  • Document all cases in Salesforce case management.
  • Create Salesforce tickets for check copies and related requests.
  • Provide back-up support for participants/account holders.

Skills

Strong verbal and written comms
Strong attention to detail
Navigate multiple systems
Empathetic customer service
Reliability and punctuality
Team player / independent
Cross training on other accounts
Confidentiality
Calm under pressure in fast pace
Problem-solving and escalation

Tools

Salesforce
Amplify website
Microsoft Excel
Microsoft Word
Microsoft Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. The role is remote for eligible US residents and emphasizes fast-paced, customer-focused service.

Ideal candidates bring a background in finance or retirement services and strong communication skills. The schedule is full-time (40 hours/week) with paid training and a $15 per hour base pay plus a $1 shift differential for nights and weekends.

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