Defined Contributions Customer Solutions Specialist

Alight Solutions

. Handle inbound calls and provide financial education on complex retirement-related questions .

Posted 9/15/2026full-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, particularly in retirement plans, with strong analytical skills for problem-solving and the ability to work independently in high-pressure environments. Proficient in customer service and capable of utilizing data to influence and guide customers effectively.

Highest-signal resume keywords

FINRA SIE CertificationDefined Contribution ExperienceCustomer Service ExperienceAnalytical SkillsProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan KnowledgeInvestment Options GuidancePlan Distribution UnderstandingTransactional Support ProcessingTechnical Troubleshooting

Soft Skills

Detail OrientedActive ListeningResilienceConceptual ThinkingCustomer Needs Assessment

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 License

Industry Keywords

Qualified Plan BenefitsFinancial ServicesHigh Pressure EnvironmentSeasonality High VolumeBackground Check

About the role

Key responsibilities & impact

Handle inbound calls and provide financial education on complex retirement-related questions
Answer questions about investment and payment options available to plan participants
Offer guidance on appropriate tools and services
Provide information and guidance around the effects of 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 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 high pressure environment with seasonality high volume
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Demonstrate sustained confidence and resilience during difficult interactions
Possess ability to ask relevant probing questions to better assess customer needs
Use data to persuade and influence customers to objectively guide them
Demonstrate active listening to customers to understand both articulated and unarticulated needs
Must have work authorization that does not, now or in the future, require visa sponsorship in the Employing Country
Successful completion of a background check, as applicable to the position
Able to participate in video interviews with camera on
May require occasional travel to a physical office location

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 & training
Bonus and/or incentive eligibility determined by role and level