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 applications.

Highest-signal resume keywords

Customer Service ExperienceSalesforce ProficiencyStrong Communication SkillsAttention To DetailAbility To Work Independently

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookCRM ProficiencyBenefit Distribution KnowledgeAccount ManagementData EntryIssue ResolutionWeb-Based Training

Soft Skills

EmpathyReliabilityTeam CollaborationProfessionalismPunctuality

Tools & Technologies

Amplify WebsiteSalesforce Case ManagementDocument ImagingHigh-Speed InternetComputer Systems

Industry Keywords

Retirement PlansEmployee BenefitsComplianceClient SupportCall Center Environment

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
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 issue 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, 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 duties as assigned

Requirements

What you’ll need

Must be 18 years of age
Background check required in compliance 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
Must reside in AL, FL, GA, ID, IA, IN, KS, LA, MI, MS, MO, NE, NV, NC, ND, OH, OK, PA, SC, SD, TX, TN, UT, VA, WV, WI, or WY
Availability from 7:00am–7:00pm CST, Monday–Friday
Proficiency in Salesforce or another CRM, Microsoft Excel, Word, and Outlook
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
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

Shift differential: extra $1/hour for nights and weekends
Paid training, typically 1 week from 8:00am–5:00pm CST
Remote work
Equipment/internet requirements supported by employer context: verified secure, reliable, dedicated high-speed internet and dedicated work area required