Remote Retirement Services Specialist

Five Star Solutions; Louisiana; À distance; USD 17 000 - 24 000; Plein temps

Résumé du poste

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. The position is oriented toward delivering exceptional customer service in a fast-paced environment.

Candidates with a background in finance or retirement services are encouraged to apply. Responsibilities include handling calls, emails, and inquiries, documenting cases in Salesforce, and assisting with billing information.

Qualifications

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year of 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.

Responsabilités

• 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.

Connaissances

Customer service

Verbal communication

Written communication

Attention to detail

Multi-system navigation

Empathy

Team collaboration

Outils

Salesforce

Microsoft Office

Description du poste

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. The position is oriented toward delivering exceptional customer service in a fast-paced environment.

Candidates with a background in finance or retirement services are encouraged to apply. Responsibilities include handling calls, emails, and inquiries, documenting cases in Salesforce, and assisting with billing information.