Remote Retirement Services Specialist

Five Star; Fort Lauderdale (FL); Teletrabalho; USD 17 000 - 24 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work eligible

Paid training

Full-time role

40 hours per week

Resumo da oferta

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, fast-paced environment. Candidates with finance or retirement services background and strong customer service are encouraged to apply.

Responsibilities include handling calls, emails, and requests, using Salesforce and Microsoft Office, and documenting cases accurately. Remote work available for eligible states; full-time positions with training provided.

Qualificações

• Must be 18 years of age.
• A background check applicable with state and federal laws will be required.
• 1 year Previous 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.

Responsabilidades

• 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

Conhecimentos

Customer service

Communication

Confidentiality

Active listening

De-escalation

Problem solving

Multi-tasking

Teamwork

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Attention to detail

Ferramentas

Salesforce

Microsoft Office

Descrição da oferta de emprego

Five Star is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote, fast-paced environment. Candidates with finance or retirement services background and strong customer service are encouraged to apply.

Responsibilities include handling calls, emails, and requests, using Salesforce and Microsoft Office, and documenting cases accurately. Remote work available for eligible states; full-time positions with training provided.