Remote Retirement Services Specialist

Five Star Solutions; Kansas City (MO); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Remote position

Paid training

Shift differential

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role is open to applicants in many states and suits individuals with a finance or retirement services background who excel in customer service.

In this fast-paced environment you will handle calls, emails, and system inquiries using Salesforce and MS Office, with paid training and a shift differential for evenings and weekends.

Qualifications

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year 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 holders.
• Perform other duties as assigned.

Skills

Customer service

Communication

Attention to detail

Multisystem navigation

Reliability

Teamwork

Independent work

Cross-training

Empathy

Tools

Salesforce

Excel

Word

Outlook

Amplify

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role is open to applicants in many states and suits individuals with a finance or retirement services background who excel in customer service.

In this fast-paced environment you will handle calls, emails, and system inquiries using Salesforce and MS Office, with paid training and a shift differential for evenings and weekends.