Remote Retirement Services Specialist

Five Star Solutions; Baton Rouge (LA); Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role targets candidates in listed states and emphasizes delivering exceptional customer service in a fast-paced, client-centric environment.

Ideal applicants have finance or retirement services background and strong communication skills. The position offers remote work with training and opportunities to grow within the team.

Qualifications

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year of customer service or call center experience preferred.
• Strong verbal and written communication skills.
• Comfortable handling billing and account information.
• Reliable attendance and punctuality.
• Ability to work independently and in a team.
• Willing to cross-train on other accounts.

Responsibilities

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

Skills

Customer service

Communication

Attention to detail

Multitasking

Salesforce

Microsoft Office

Call center

Tools

Amplify

Word

Excel

Salesforce

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role targets candidates in listed states and emphasizes delivering exceptional customer service in a fast-paced, client-centric environment.

Ideal applicants have finance or retirement services background and strong communication skills. The position offers remote work with training and opportunities to grow within the team.