Remote Retirement Services Specialist

Five Star Solutions; Casper (WY); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid Training

Remote work

Job summary

Five Star Solutions seeks motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is open to residents in multiple states and emphasizes delivering exceptional service.

You will handle inbound calls, emails, and chats, document cases in Salesforce, and collaborate with teams. A background in finance or retirement services helps, and paid training is provided to get you up to speed.

Qualifications

• Must be 18 years of age or older.
• A background check per state and federal laws will be required.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with billing and account information.
• Strong 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 as part of a team.
• Must be 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, 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

Verbal communication

Written communication

Detail orientation

Teamwork

Multitasking

Empathy

Reliability

Independent work

Cross-training

Tools

Salesforce

Microsoft Office

Excel

Word

Outlook

Job description

Five Star Solutions seeks motivated associates to support retirement plan participants with distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is open to residents in multiple states and emphasizes delivering exceptional service.

You will handle inbound calls, emails, and chats, document cases in Salesforce, and collaborate with teams. A background in finance or retirement services helps, and paid training is provided to get you up to speed.