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, with strong verbal and written communication skills to effectively handle client inquiries and issues. Exhibits attention to detail and problem-solving abilities while maintaining confidentiality and providing empathetic customer service.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceStrong Verbal CommunicationAttention To DetailProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookCase ManagementBenefit Distribution KnowledgeRecord MaintenanceDocument ImagingWeb-Based TrainingBilling Information Management

Soft Skills

Active ListeningOrganizational SkillsCollaboration SkillsEmpathyReliability

Tools & Technologies

Amplify WebsiteSalesforce CRMMicrosoft Office Suite

Industry Keywords

Customer ServiceCall CenterBenefit ProgramsConfidentialityState And Federal Laws

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 or 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, 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 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
Must be 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 and Microsoft Office, including Excel, Word, and Outlook
Must be available 7:00am–7:00pm CST, Monday–Friday
Must have verified secure, reliable, dedicated high-speed internet and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection

Benefits

Comp & perks

Paid training, typically 1 week from 8:00am–5:00pm CST
Shift differential of $1/hour for nights and weekends
Remote work
Equipment requirements/support for a dedicated work area and secure, reliable, dedicated high-speed internet