Remote Retirement Services Specialist

Five Star Solutions; Little Elm (TX); A distancia; USD 17.000 - 24.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Paid training

Descripción de la vacante

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across the United States. The position suits those with a finance or retirement services background who excel in delivering excellent customer service.

Responsibilities include handling calls, emails, and web-based inquiries, using Salesforce and Microsoft Office, documenting cases, and collaborating with teammates.

Formación

• Must be 18 years of age.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.

Responsabilidades

• Handle inbound participant calls, emails, and voicemails with professionalism and provide accurate answers.
• Resolve client issues and inquiries regarding benefit programs and procedures.
• Document all cases in Salesforce case management; use multiple applications to manage inquiries and transactions.

Conocimientos

Customer service

Call center

Communication skills

Attention to detail

Teamwork

Independent work

Cross training

Herramientas

Salesforce

Microsoft Excel

Word

Outlook

Descripción del empleo

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role across the United States. The position suits those with a finance or retirement services background who excel in delivering excellent customer service.

Responsibilities include handling calls, emails, and web-based inquiries, using Salesforce and Microsoft Office, documenting cases, and collaborating with teammates.