Remote Retirement Services Specialist

Five Star Solutions; Killeen (TX); Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role fits a fast-paced, customer-focused environment and is open to residents in TX and many other states.

You will handle calls, emails, and tickets, using Salesforce and MS Office to document, resolve issues, and assist participants with benefit questions. Ideal candidates have 1+ year in customer service, strong communication, empathy, and the

Qualifications

• Must be 18 years or older and able to pass a background check.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable handling billing and account information.
• Attention to detail and reliability.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism.
• Resolve client issues related to retirement benefit programs and procedures.
• Document all cases thoroughly in Salesforce case management.
• Escalate issues to supervisors when needed.
• Use multiple applications (Amplify, Word, Excel, Salesforce) to manage inquiries.
• Provide back-up support for participants/account holders as needed.

Skills

Customer service

Communication

Active listening

Empathy

Teamwork

Problem solving

Calm under pressure

Confidentiality

Reliability

Multisystem navigation

Tools

Salesforce

Microsoft Office

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries. This remote role fits a fast-paced, customer-focused environment and is open to residents in TX and many other states.

You will handle calls, emails, and tickets, using Salesforce and MS Office to document, resolve issues, and assist participants with benefit questions. Ideal candidates have 1+ year in customer service, strong communication, empathy, and the