Remote Retirement Services Specialist

Five Star Solutions; Philadelphia (Philadelphia County); Remoto; USD 17.000 - 24.000; Tempo pieno

Vantaggi offerti da questo lavoro

Shift differential

Paid Training

Full-time (40 hrs/wk)

Descrizione del lavoro

Five Star Solutions seeks motivated customer service associates to support retirement plan participants with distributions and account inquiries. The role is remote for eligible US residents, offering a fast-paced, client-focused environment and opportunities to learn about retirement services.

Ideal candidates have finance or retirement services exposure and must be 18+ with strong communication skills. Training is provided, and the team collaborates across time zones to assist participants

Competenze

• Must be 18 years of age.
• Background check required by state and federal laws.
• 1 year of customer service or call center experience preferred.
• Strong verbal and written communication skills.
• Comfortable handling billing and account information.
• Ability to navigate multiple computer systems.
• Reliable attendance and punctuality.
• Ability to work independently and as part of a team.
• Must be comfortable cross training on other accounts.

Mansioni

• Handle inbound participant calls, emails, and voicemails with professionalism.
• Resolve client issues regarding benefit programs and procedures.
• Respond to inquiries related to retirement benefit payments.
• 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 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 understanding of company operations and client needs.
• Participate in training sessions to enhance knowledge and skills.
• Provide back-up support for participants/account holders.
• Perform other duties as assigned.

Conoscenze

Customer service

Communication

Attention to detail

Active listening

Teamwork

Time management

Confidentiality

Salesforce

Microsoft Office

Cross-training

Strumenti

Salesforce

Amplify

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descrizione del lavoro

Five Star Solutions seeks motivated customer service associates to support retirement plan participants with distributions and account inquiries. The role is remote for eligible US residents, offering a fast-paced, client-focused environment and opportunities to learn about retirement services.

Ideal candidates have finance or retirement services exposure and must be 18+ with strong communication skills. Training is provided, and the team collaborates across time zones to assist participants