Remote Retirement Services Specialist

Five Star Solutions; South Bend (IN); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid Training

Full Time 40 hours/week

Remote work in US

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role is open to residents of several states and requires strong customer service, confidentiality, and multitasking abilities.

Responsibilities include handling calls, emails, and inquiries, resolving issues, and documenting cases in Salesforce. Training is provided; shift options run Mon-Fri with EST hours.

Qualifications

• 1 year previous customer service, call center, or office experience preferred
• Must be 18 years of age
• Background check as per state and federal laws
• Strong verbal and written communication skills
• Comfortable with billing and account information
• Professional and empathetic approach to customer concerns
• Ability to navigate multiple computer systems
• Reliable attendance and punctuality
• Independent and team-oriented work style
• Willing to cross-train on other accounts

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism and provide accurate answers to basic inquiries
• Resolve client issues regarding benefit programs and procedures
• Address retirement benefit payment inquiries in a fast-paced center
• Conduct web-based client training sessions as needed
• Escalate issues to supervisors when necessary
• Use Amplify, Word, Excel, Salesforce to manage inquiries and transactions
• Document all cases thoroughly in Salesforce
• Promote online reviews when appropriate
• Create Salesforce tickets for check copies, 1099-Rs, and related requests
• Assist with filing, record maintenance, and imaging
• Develop understanding of company operations and client needs
• Participate in training sessions to enhance skills
• Provide back-up support for participants/account holders
• Perform other duties as assigned

Skills

Customer service

Verbal communication

Written communication

Active listening

Empathy

Attention to detail

Multitasking

Password/security awareness

Team collaboration

Reliability

Tools

Salesforce

Microsoft Office

Excel

Word

Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role is open to residents of several states and requires strong customer service, confidentiality, and multitasking abilities.

Responsibilities include handling calls, emails, and inquiries, resolving issues, and documenting cases in Salesforce. Training is provided; shift options run Mon-Fri with EST hours.