Remote Retirement Services Specialist

Five Star Solutions; Wyoming (MI); Remote; USD 17,000 - 24,000; Full time

Job summary

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role, open to residents nationwide, emphasizes delivering exceptional customer service in a fast-paced environment.

Prior finance or retirement services experience is a plus, and cross-training across accounts is encouraged. The position offers flexible hours with a focus on reliability and strong communication, and requires ability to work

Qualifications

• Must be 18+ years old.
• Background check required by state and federal laws.
• 1 year of customer service, call center, or office experience preferred.
• Strong verbal and written communication skills.
• Comfortable handling billing and account information.
• Strong attention to detail and accuracy.
• Ability to navigate multiple computer systems.
• Professional and empathetic approach to customer concerns.
• Reliable attendance and punctuality.
• Ability to work independently and in a team.
• Comfort with cross-training on other accounts.

Responsibilities

• Handle inbound participant calls, emails, and voicemails with professionalism.
• Provide accurate answers to basic inquiries.
• Resolve client issues regarding benefit programs and procedures.
• Respond to inquiries about retirement benefit payments in a fast-paced service center.
• Conduct web-based training sessions for clients as needed.
• Escalate client issues to supervisors/managers when necessary.
• Utilize multiple applications (Amplify website, Word, Excel, Salesforce) to manage client inquiries and transactions.
• Accurately and thoroughly 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 scheduled and ad hoc training sessions to enhance knowledge and skills.
• Provide back-up support for participants/account holders.
• Perform other duties as assigned.

Skills

Customer service

Call center

Verbal communication

Written communication

Billing knowledge

Attention to detail

System navigation

Teamwork

Reliability

Cross training

Tools

Salesforce

Excel

Job description

Five Star Solutions is seeking motivated associates to support retirement plan participants with distributions and account inquiries. This remote role, open to residents nationwide, emphasizes delivering exceptional customer service in a fast-paced environment.

Prior finance or retirement services experience is a plus, and cross-training across accounts is encouraged. The position offers flexible hours with a focus on reliability and strong communication, and requires ability to work