Retirement Services Associate

Five Star Solutions

. Handle inbound participant calls, emails, and voicemails, providing accurate answers to basic inquiries .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in Salesforce and Microsoft Office applications while providing exceptional customer service in a fast-paced environment. Capable of managing inquiries, resolving client issues, and maintaining confidentiality in accordance with relevant laws and regulations.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

SalesforceMicrosoft OfficeExcelWordOutlookDocument ImagingCase ManagementBenefit Distribution KnowledgeRecord MaintenanceWeb-Based Training

Soft Skills

EmpathyReliabilityTeam CollaborationIndependenceProfessionalism

Tools & Technologies

Amplify WebsiteSalesforce Case ManagementHigh-Speed Internet Service

Industry Keywords

Customer ServiceCall CenterBenefit ProgramsConfidentialityLaws And Regulations

About the role

Key responsibilities & impact

Handle inbound participant calls, emails, and voicemails, providing 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/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, fund stops/reissues, 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 other CRM), Microsoft Office (Excel, Word, Outlook)
Verified secure, reliable, dedicated high-speed internet service
Established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
Availability from 8:00am to 8:00pm EST, Monday through Friday

Benefits

Comp & perks

Mix of classroom and hands-on training
Paid training, typically 1 week from 9:00am–6:00pm EST
Shift differential: extra $1/hour for nights and weekends
Full-time schedule of 40 hours per week