Remote Retirement Services Specialist

Five Star Solutions; Wisconsin; A distancia; USD 22.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Shift differential

Paid Training

Remote work

Descripción de la vacante

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote capacity. The role emphasizes delivering exceptional customer service in a fast-paced environment and requires navigating multiple systems including Salesforce and Microsoft Office.

The position supports phone and online inquiries, with training provided and opportunities to cross-train on other accounts.

Formación

• 1 year minimum in customer service, call center, or office setting preferred.

Responsabilidades

• Respond to retirement benefit payment inquiries in a fast-paced service center.
• Document all cases in Salesforce with accuracy.

Conocimientos

1 year experience in customer service

Billing and account information

Multi-system navigation

Empathetic customer approach

Cross-training on accounts

Address retirement benefit inquiries

Web-based training delivery

Escalation to supervisors

Salesforce case management

Documentation in Salesforce

Proficiency in Salesforce & CRM

Microsoft Office (Excel, Word, Outlook

Herramientas

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descripción del empleo

Five Star Solutions is seeking motivated associates to support retirement plan participants with distribution and account inquiries in a remote capacity. The role emphasizes delivering exceptional customer service in a fast-paced environment and requires navigating multiple systems including Salesforce and Microsoft Office.

The position supports phone and online inquiries, with training provided and opportunities to cross-train on other accounts.