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

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

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 managing inquiries using Salesforce and Microsoft Office tools.

Highest-signal resume keywords

Customer Service ExperienceSalesforce ProficiencyAttention To DetailVerbal And Written Communication SkillsUnderstanding Of Employee Benefits Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceAccount ManagementBenefit Distribution KnowledgeData EntryIssue Resolution

Soft Skills

EmpathyTeam CollaborationIndependent WorkReliabilityProfessionalism

Tools & Technologies

SalesforceMicrosoft OfficeExcelWordAmplify Website

Industry Keywords

Retirement PlansBenefit ProgramsClient InquiriesCall Center ExperienceRecord Maintenance

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
Conduct web-based training sessions for clients as needed
Escalate client or customer issues to supervisors/managers when necessary
Use Amplify website, Word, Excel, and Salesforce 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
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 have verified secure, reliable, dedicated high-speed internet service
Must have an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
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)
Availability from 6:00am-6:00pm MST, Monday-Friday

Benefits

Comp & perks

Shift differential (extra $1/hr nights & wkds)
Paid training (typically 1 week from 7:00am-4pm MST)
Remote work
Full-time, 40 hours per week