Remote Retirement Services Specialist

Five Star Solutions; Springfield (MO); Remote; USD 17,000 - 24,000; Full time

Benefits offered by this job

Paid training

Full-time role

Remote-friendly

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. This fast-paced, customer-focused environment rewards clear communication and a helpful, empathetic approach.

Ideal candidates have 1 year of customer service experience, be at least 18, and comfortable navigating multiple systems (Salesforce, Excel, Word, Outlook).

Qualifications

• Must be 18 years of age or older.
• Background check required under state and federal laws.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable working with billing and account information.
• Professional and empathetic approach to customer concerns.
• Reliable attendance and punctuality.
• Ability to work independently and as part of a team.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism and provide accurate answers.
• Resolve client issues regarding retirement benefit programs and procedures.
• Respond to inquiries related to retirement benefit payment issues in a fast-paced service center.
• Document all cases thoroughly in Salesforce case management.
• Create Salesforce tickets for check copies and related requests.
• Support with filing, record maintenance, and document imaging.
• Participate in training to enhance knowledge and skills.
• Provide back-up support for participants/account holders.

Skills

Customer service

Communication

Attention to detail

Teamwork

Empathy

Multitasking

Independent working

Scheduling

Reliability

Adaptability

Tools

Salesforce

Excel

Word

Outlook

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote role. This fast-paced, customer-focused environment rewards clear communication and a helpful, empathetic approach.

Ideal candidates have 1 year of customer service experience, be at least 18, and comfortable navigating multiple systems (Salesforce, Excel, Word, Outlook).