Remote Retirement Services Specialist

Five Star Solutions; Sioux Center (IA); A distancia; USD 17.000 - 24.000; Jornada completa

Descripción de la vacante

Five Star Solutions is seeking motivated associates to assist retirement plan participants with distributions and account inquiries. This remote role supports a fast-paced, customer-focused environment and requires background knowledge in finance or retirement services.

You will handle calls, emails, and billing information while ensuring accuracy and confidentiality. The position offers a 40-hour work week with a pay rate of $15 per hour, plus a $1 differential for nights and weekends.

Formación

• Must be 18 years or older.
• Background check as required by law.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable handling billing and account information.
• Excellent attention to detail and accuracy.
• Able to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.

Responsabilidades

• Handle inbound participant calls, emails, and voicemails with professionalism and accuracy.
• Resolve client issues regarding benefit programs and procedures.
• Address retirement benefit payment inquiries in a fast-paced service center.
• Conduct web-based training sessions for clients as needed.
• Document all cases in Salesforce accurately.
• Create Salesforce tickets for check copies and related requests.
• Provide backup support for participants and account holders.

Conocimientos

Customer service

Verbal and written communication

Attention to detail

Multi-system navigation

Team collaboration

Confidentiality

Problem solving

Empathy

Scheduling reliability

Herramientas

Salesforce

Excel

Word

Outlook

Amplify website

Descripción del empleo

Five Star Solutions is seeking motivated associates to assist retirement plan participants with distributions and account inquiries. This remote role supports a fast-paced, customer-focused environment and requires background knowledge in finance or retirement services.

You will handle calls, emails, and billing information while ensuring accuracy and confidentiality. The position offers a 40-hour work week with a pay rate of $15 per hour, plus a $1 differential for nights and weekends.