Retirement Services Associate

Five Star Solutions

. Support retirement plan participants with distribution and account inquiries .

Posted 10/27/2026full-timeRemote • United StatesSeniorLead💰 $15 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in customer service and support for retirement plan participants, with strong communication skills and attention to detail. Capable of navigating multiple computer systems and maintaining confidentiality while addressing client inquiries and issues.

Highest-signal resume keywords

Customer Service ExperienceSalesforce ProficiencyStrong Verbal And Written CommunicationAttention To DetailAbility To Work Independently And As Part Of A Team

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft OfficeExcelWordOutlookCRM ProficiencyBenefit Distribution KnowledgeDocument ImagingRecord MaintenanceCase Management

Soft Skills

ProfessionalismEmpathyReliabilityPunctualityCross-Training Ability

Tools & Technologies

Amplify WebsiteSalesforce Case ManagementHigh-Speed Internet Service

Industry Keywords

Retirement PlansEmployee BenefitsClient InquiriesBenefit ProgramsConfidentiality

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
Handle inbound participant calls, emails, and voicemails professionally and provide accurate answers to basic inquiries
Resolve client issues, concerns, and inquiries regarding benefit programs and procedures
Respond to retirement benefit payment inquiries in a fast-paced service center environment
Conduct web-based training sessions for clients as needed
Escalate client or customer issues to supervisors or managers when necessary
Use Amplify website, Word, Excel, Salesforce, and other applications to manage inquiries and transactions
Document all cases accurately and thoroughly 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
Provide backup support for participants/account holders
Perform other duties as assigned

Requirements

What you’ll need

Must be 18 years of age
Background check required in accordance with state and federal laws
1 year of previous customer service, call center, or office experience preferred
Strong verbal and written communication skills
Comfortable working with billing and account information
Strong attention to detail
Ability to navigate multiple computer systems
Professional and empathetic approach to customer concerns
Reliable attendance and punctuality
Ability to work independently and as part of a team
Must be comfortable cross-training on other accounts
Must maintain confidentiality
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce or another CRM, Microsoft Office, Excel, Word, and Outlook
Verified secure, reliable, dedicated high-speed internet service
Established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
Must reside in one of: Alabama, Florida, Georgia, Idaho, Iowa, Indiana, Kansas, Louisiana, Michigan, Mississippi, Missouri, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Texas, Tennessee, Utah, Virginia, West Virginia, Wisconsin, or Wyoming

Benefits

Comp & perks

Paid training, typically 1 week from 8:00am–5:00pm CST
Shift differential of an extra $1/hour for nights and weekends
Remote work arrangement
Full-time schedule of 40 hours per week
Dedicated work area and secure, reliable, dedicated high-speed internet required/provided as work setup requirements