Remote Retirement Services Specialist

Five Star Solutions; Columbia (SC); À distance; USD 17 000 - 24 000; Plein temps

Avantages offerts par ce poste

Remote work

Résumé du poste

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and a passion for service will help you thrive.

You will handle inbound calls, emails, and chats, document cases in Salesforce, use Excel and Word, and work 40 hours per week with a daytime EST schedule. It is remote and requires reliable internet and a dedicated workspace.

Qualifications

• Must be 18 years or older.
• Background check required by state and federal laws.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.

Responsabilités

• 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 retirement benefit payment inquiries in a fast-paced service center.
• Document all cases thoroughly in Salesforce case management.
• Operate across multiple applications (Amplify, Word, Excel, Salesforce) to manage inquiries.

Connaissances

Customer service

Communication

Confidentiality

Salesforce

MS Office

Multitasking

Teamwork

Problem-solving

Attention to detail

Independence

Outils

Salesforce

Microsoft Office

Description du poste

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and a passion for service will help you thrive.

You will handle inbound calls, emails, and chats, document cases in Salesforce, use Excel and Word, and work 40 hours per week with a daytime EST schedule. It is remote and requires reliable internet and a dedicated workspace.