Remote Retirement Services Specialist

Five Star Solutions; Florida; Remote; USD 25,000 - 30,000; Full time

Benefits offered by this job

Shift differential: +$1/hr nights & wk

Paid Training

Full-time 40 hours/week

Job summary

Five Star Solutions seeks motivated associates to assist retirement plan participants with distributions and inquiries. This remote role targets candidates in FL and other listed states, offering a fast-paced, customer-centric environment.

Ideal candidates have background in finance or retirement services and a commitment to exceptional service. Training is provided, and full-time status with 40 hours per week is expected.

Qualifications

• 1 year of customer service, call center, or office experience preferred.
• Comfortable working with billing and account information.
• Proficient with multiple computer systems and CRM tools.

Responsibilities

• Respond to inquiries related to retirement benefit payments in a fast-paced service center.
• Conduct web-based training sessions for clients as needed.
• Escalate issues to supervisors when necessary.
• Use Amplify, Salesforce, Excel, Word to manage inquiries and transactions.
• Document all cases accurately in Salesforce case management.
• Provide back-up support for participants/account holders.

Skills

Customer service

Call center

Billing & accounts

Multisystem navigation

Empathy

Cross training

Salesforce

Microsoft Office

Tools

Salesforce

Excel

Word

Outlook

Job description

Five Star Solutions seeks motivated associates to assist retirement plan participants with distributions and inquiries. This remote role targets candidates in FL and other listed states, offering a fast-paced, customer-centric environment.

Ideal candidates have background in finance or retirement services and a commitment to exceptional service. Training is provided, and full-time status with 40 hours per week is expected.