Remote Retirement Services Specialist

Five Star; New Orleans (LA); A distancia; USD 17.000 - 24.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Training

Shift differential

Descripción de la vacante

Five Star is seeking motivated associates to assist retirement plan participants with distributions and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and strong communication skills are valued.

Responsibilities include handling calls, emails, and Salesforce tickets, resolving benefit-related issues, and documenting transactions accurately. Training is provided, with a shift differential and opportunities to support multiple accounts

Formación

• Customer service-focused and empathetic approach.
• Strong written and verbal communication.
• Ability to handle confidential information responsibly.
• Proficient with CRM and office software.

Responsabilidades

• Handle inbound participant calls, emails, and voicemails with professionalism, providing accurate answers to basic inquiries.
• Resolve client issues regarding retirement programs and procedures.
• Respond to inquiries about retirement benefit payments in a fast-paced service center.
• Document all cases thoroughly in Salesforce case management.
• Assist with filing, record maintenance, and document imaging.

Conocimientos

Customer service

Communication

Confidentiality

Active listening

Problem solving

Team collaboration

Attention to detail

Herramientas

Salesforce

Excel

Word

Outlook

Descripción del empleo

Five Star is seeking motivated associates to assist retirement plan participants with distributions and account inquiries in a remote, customer-focused environment. A background in finance or retirement services and strong communication skills are valued.

Responsibilities include handling calls, emails, and Salesforce tickets, resolving benefit-related issues, and documenting transactions accurately. Training is provided, with a shift differential and opportunities to support multiple accounts