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, resolving issues, and conducting training sessions while maintaining confidentiality and attention to detail.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceStrong Verbal And Written Communication SkillsAttention To DetailProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordCRM ProficiencyDocument ImagingCase ManagementBenefit Distribution KnowledgeAccount ManagementData EntryWeb-Based Training

Soft Skills

Active ListeningOrganizational SkillsCollaboration SkillsEmpathyIndependence

Tools & Technologies

Amplify WebsiteSalesforceMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Retirement PlansEmployee BenefitsBenefit ProgramsConfidentialityCustomer Concerns

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 issues and inquiries regarding benefit programs and procedures
Respond to retirement benefit payment issues in a fast-paced service center
Conduct web-based training sessions for clients as needed
Escalate issues to supervisors or managers when necessary
Use Amplify website, Word, Excel, Salesforce, and other applications to manage inquiries and transactions
Document 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
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
Comfortable cross-training on other accounts
Ability to maintain confidentiality
Strong active listening, problem-solving, organizational, and collaboration skills
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
Verified secure, reliable, dedicated high-speed internet service
Established dedicated work area with desk, chair, electrical outlet, and direct LAN connection

Benefits

Comp & perks

Paid training, typically 1 week from 9:00am–6:00pm EST
Shift differential: extra $1/hr for nights and weekends
Remote work arrangement for eligible states
Equipment/infrastructure support requirements specified, including dedicated work area and LAN connection