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 skills in Salesforce, Microsoft Excel, and effective communication. Capable of managing inquiries and transactions while maintaining confidentiality and attention to detail.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceStrong Verbal And Written CommunicationAttention To DetailAbility To Navigate Multiple Computer Systems

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookCRM ProficiencyDocument ImagingRecord MaintenanceBenefit Distribution KnowledgeWeb-Based TrainingCase Management

Soft Skills

Empathetic ApproachStrong Communication SkillsTeam CollaborationIndependent WorkReliable Attendance

Tools & Technologies

AmplifySalesforce Case ManagementHigh-Speed InternetDedicated Work Area

Industry Keywords

Retirement PlansBenefit ProgramsClient InquiriesConfidentialityBilling InformationCustomer ConcernsFast-Paced EnvironmentTraining SessionsState And Federal LawsEmployee Benefits

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
Handle inbound participant calls, emails, and voicemails
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, Microsoft Word, Microsoft 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 a strong understanding of company operations and client needs
Participate in scheduled and ad hoc training sessions
Provide backup support for participants and 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 at all times
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce or another CRM, Microsoft Excel, Word, and Outlook
Must have verified secure, reliable, dedicated high-speed internet and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
Availability from 7:00am to 7:00pm CST, Monday through Friday
Full-time availability of 40 hours per week

Benefits

Comp & perks

Paid training, typically 1 week from 8:00am–5:00pm CST
Shift differential of $1/hour for nights and weekends
Remote work arrangement
Equipment requirements/support: verified secure, reliable, dedicated high-speed internet service and an established dedicated work area