Defined Contribution Customer Solutions Specialist

Alight Solutions

. Handle inbound calls and provide financial education .

Posted 10/13/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial education and customer service, with a strong focus on Defined Contribution and Qualified Plan experience. Proficient in problem-solving, analytical thinking, and providing guidance on retirement plan benefits and investment options.

Highest-signal resume keywords

FINRA SIE CertificationDefined Contribution ExperienceCustomer Service ExperienceAnalytical SkillsActive Listening

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial EducationInvestment OptionsPlan DistributionsTroubleshootingTransactional Support

Soft Skills

Detail OrientedHigh Pressure Environment AdaptabilityConfidence and ResilienceProbing QuestionsConceptual Thinking

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 License

Industry Keywords

Qualified Plan BenefitsNon-Qualified Plan BenefitsCustomer Needs AssessmentData PersuasionComplex Information Clarification

About the role

Key responsibilities & impact

Handle inbound calls and provide financial education
Answer complex questions about investment and payment options available to plan participants
Offer guidance on appropriate tools and services
Provide information and guidance about plan distributions, loans, investment choices and specific plan rules
Work independently to troubleshoot and research issues and develop solutions
Process transactional support for plan participants
Provide guidance on qualified and non-qualified retirement plan benefits

Requirements

What you’ll need

Possess FINRA SIE Certification and be able to acquire FINRA Series 6 License and 63 License within 6 months of hire
Demonstrate Defined Contribution or Qualified Plan experience
Experience in customer service and/or financial services
Possess analytical skills for problem solving and ability to troubleshoot basic technical problems
Be detail oriented with a high degree of accuracy and personal accountability
Able to work in a high pressure environment with seasonally high volume
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Demonstrate sustained confidence and resilience during difficult interactions
Ability to ask relevant probing questions to assess customer needs
Use data to persuade and influence customers to objectively guide them
Demonstrate active listening to understand articulated and unarticulated customer needs
Must have work authorization in the United States that does not now or in the future require visa sponsorship

Benefits

Comp & perks

Health, dental and vision coverages starting Day One
Wellbeing programs
Retirement plans with contribution matching
Generous time off
Parental leave
Continuing education
Career growth opportunities
Flexible working arrangements wherever possible
Competitive total rewards package
Continuing education and training