Remote Retirement Services Specialist

Five Star Solutions; Nevada; 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 in a remote role. The position targets candidates in multiple states and offers daytime hours with paid training and a one-dollar shift differential for nights/weekends.

Ideal applicants have a background in finance or retirement services and excel at delivering exceptional customer service, with strong communication, confidentiality, and teamwork.

Qualifications

• 1 year 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 and ability to document accurately.

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 to manage client inquiries and transactions (Amplify website, Word, Excel, Salesforce).
• Accurately 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.

Skills

Customer service

Verbal and written communication

Attention to detail

Organizational skills

Teamwork

Active listening

Calm under pressure

Reliability

Problem solving

Confidentiality

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. The position targets candidates in multiple states and offers daytime hours with paid training and a one-dollar shift differential for nights/weekends.

Ideal applicants have a background in finance or retirement services and excel at delivering exceptional customer service, with strong communication, confidentiality, and teamwork.