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 strong customer service skills with a focus on problem-solving and effective communication. Proficient in Salesforce and Microsoft Office applications, with a solid understanding of employee benefits and distribution processes.

Highest-signal resume keywords

Customer ServiceSalesforce ProficiencyAttention To DetailVerbal And Written CommunicationProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookCRM ProficiencyBenefit Distribution KnowledgeDocument ImagingRecord MaintenanceWeb-Based TrainingCase Management

Soft Skills

Active ListeningOrganizational SkillsTeam CollaborationEmpathyIndependence

Tools & Technologies

AmplifySalesforceMicrosoft OfficeHigh-Speed InternetDocument Imaging Software

Industry Keywords

Retirement PlansEmployee BenefitsClient InquiriesBenefit ProgramsConfidentiality

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 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 client or customer issues to supervisors or managers when necessary
Use Amplify, 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, 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 and account holders
Identify process failures and recommend improvements
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
Strong customer service, active listening, problem-solving, organizational, and team collaboration skills
Ability to maintain confidentiality
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce or another CRM and Microsoft Office, including Excel, Word, and 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
Availability from 8:00 a.m. to 8:00 p.m. EST, Monday through Friday
Full-time availability, 40 hours per week

Benefits

Comp & perks

Paid training, typically 1 week from 9:00am–6:00pm EST
Shift differential of $1/hour for nights and weekends
Employer-provided equipment/support requirements for a dedicated remote work area
Remote work arrangement