Remote Retirement Services Specialist

Five Star Solutions; Elm (PA); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid training

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is ideal for candidates with a background in finance or retirement services who excel at delivering exemplary service.

Responsibilities include handling inbound calls and emails, documenting cases in Salesforce, and using Excel and Word to manage information.

Qualifications

• 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 and accuracy in documentation.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.

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.

Skills

Customer service

Communication skills

Attention to detail

Multitasking

Salesforce familiarity

Microsoft Office

Teamwork

Tools

Salesforce

Amplify website

Word

Excel

CRM systems

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with their distribution and account inquiries in a fast-paced, customer-focused environment. This remote role is ideal for candidates with a background in finance or retirement services who excel at delivering exemplary service.

Responsibilities include handling inbound calls and emails, documenting cases in Salesforce, and using Excel and Word to manage information.