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 while providing exceptional customer service and support. Capable of managing inquiries, resolving client issues, and maintaining confidentiality in a fast-paced environment.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceStrong Verbal And Written CommunicationAttention To DetailAbility To Navigate Multiple Computer Systems

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

Soft Skills

Empathetic ApproachStrong Communication SkillsTeam CollaborationIndependent WorkReliable Attendance

Tools & Technologies

AmplifySalesforce Case ManagementHigh-Speed Internet ServiceDocument Imaging Applications

Industry Keywords

Customer ServiceCall CenterBenefit ProgramsEmployee BenefitsConfidentialityBilling InformationState 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
Conduct web-based training sessions for clients as needed
Escalate client or customer issues to supervisors or managers when necessary
Use Amplify, Microsoft 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
Perform other assigned duties

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
Must maintain confidentiality
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce or another CRM, Microsoft Office, 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
Availability from 5:00am–5:00pm PST, Monday–Friday

Benefits

Comp & perks

Shift differential: extra $1/hr for nights and weekends
Paid training, typically 1 week from 6:00am–3:00pm PST
Remote work arrangement
Company-provided equipment/support requirements for a dedicated work area and secure high-speed internet