Remote Retirement Services Specialist

Five Star Solutions; Austin (TX); A distancia; USD 32.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equipment Provided

Shift differential

Paid Training

Descripción de la vacante

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, full-time role. The position focuses on delivering exceptional customer service in a fast-paced environment.

Applicants should have 1 year of customer service or call center experience; proficiency with Salesforce and Microsoft Office is preferred. A dedicated home workspace and reliable internet are required.

Formación

• 1 year of customer service, call center, or office experience preferred.
• Comfortable working with billing and account information.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Must be comfortable cross training on other accounts.

Responsabilidades

• 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.
• 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)

Conocimientos

Customer service

Call center

Multi-system navigation

Professional communication

Billing and accounts

Salesforce

Microsoft Office

Herramientas

Salesforce

Microsoft Excel

Word

Outlook

Descripción del empleo

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, full-time role. The position focuses on delivering exceptional customer service in a fast-paced environment.

Applicants should have 1 year of customer service or call center experience; proficiency with Salesforce and Microsoft Office is preferred. A dedicated home workspace and reliable internet are required.