Remote Retirement Services Specialist

Five Star Solutions; Michigan; Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking associates to assist retirement plan participants with distributions and account inquiries in a remote role across listed US states. The position emphasizes customer experience and accurate information handling.

Candidates should have a background in finance or retirement services, strong communication skills, and the ability to work independently in a fast-paced environment. Training is provided while maintaining reliable attendance.

Qualifications

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year of 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.
• Empathetic, professional approach to customer concerns.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism and provide accurate answers.
• Resolve client issues and inquiries regarding benefit programs and procedures.
• Respond to questions about retirement benefit payments in a fast-paced service center.
• Conduct web-based training sessions for clients as needed.
• Escalate issues to supervisors when necessary.
• Use multiple applications (Amplify website, Word, Excel, Salesforce) to manage inquiries.
• Document all cases thoroughly in Salesforce case management.
• Promote online reviews when appropriate.
• Create Salesforce tickets for check copies, 1099-Rs, stop/reissue requests, and related tasks.
• Assist with filing, records maintenance, and document imaging.
• Gain understanding of company operations and client needs.
• Participate in training sessions to enhance knowledge and skills.

Skills

Customer service

Communication skills

Attention to detail

Teamwork

Multitasking

CRM experience

Salesforce

Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

Five Star Solutions is seeking associates to assist retirement plan participants with distributions and account inquiries in a remote role across listed US states. The position emphasizes customer experience and accurate information handling.

Candidates should have a background in finance or retirement services, strong communication skills, and the ability to work independently in a fast-paced environment. Training is provided while maintaining reliable attendance.