Retirement Services Associate

Five Star Solutions

. Support retirement plan participants with distribution and account inquiries .

Posted 10/22/2026full-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 related to retirement benefits and maintaining confidentiality in accordance with applicable laws.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceAttention To DetailVerbal And Written Communication SkillsUnderstanding Of Employee Benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft OfficeExcelWordOutlookCase ManagementDocument ImagingBilling Information ManagementBenefit Distribution KnowledgeWeb-Based Training

Soft Skills

EmpathyReliabilityTeam CollaborationIndependenceProfessionalism

Tools & Technologies

Amplify WebsiteSalesforce Case ManagementCRM Applications

Industry Keywords

Retirement PlansBenefit ProgramsClient InquiriesConfidentialityCustomer Concerns

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
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 issue 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
Accurately document all cases 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 back-up support for participants/account holders
Perform other duties as assigned

Requirements

What you’ll need

Must be 18 years of age
A background check applicable with state and federal laws will be required
1 year 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 other CRM), Microsoft Office (Excel, Word, Outlook)
Must have verified secure, reliable, dedicated high-speed internet service and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
Must be available from 8:00am–8:00pm EST, Monday–Friday

Benefits

Comp & perks

Paid training, typically 1 week from 9:00am–6:00pm EST
Shift differential of an extra $1/hour for nights and weekends
Remote work arrangement
Equipment provided: verified secure, reliable, dedicated high-speed internet service and an established dedicated work area
Full-time schedule of 40 hours per week