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 Salesforce and Microsoft Office applications while providing exceptional customer service and support for retirement plan participants. Capable of managing inquiries, resolving issues, and conducting training sessions in a fast-paced environment.

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 OfficeExcelWordCRM ManagementDocument ImagingRecord MaintenanceBenefit Distribution KnowledgeCase ManagementWeb-Based Training

Soft Skills

Active ListeningOrganizational SkillsTeam CollaborationEmpathyReliability

Tools & Technologies

Amplify WebsiteSalesforce Case ManagementEmail ApplicationsVoicemail SystemsHigh-Speed Internet

Industry Keywords

Retirement PlansEmployee BenefitsClient InquiriesBilling InformationConfidentiality

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
Handle inbound participant calls, emails, and voicemails
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 issues to supervisors/managers when necessary
Use Amplify website, Word, Excel, Salesforce, and other applications to manage inquiries and transactions
Document all cases accurately 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 back-up support for participants/account holders
Perform other duties as assigned

Requirements

What you’ll need

Must be 18 years of age
A background check applicable with state and federal laws will be required
1 year 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 at all times
Strong active listening, problem-solving, organizational, and team collaboration skills
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce (or other CRM), Microsoft Office (Excel, Word, Outlook)
Must have verified secure, reliable, dedicated high-speed internet and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection
Availability from 8:00am–8:00pm EST, Monday–Friday
Full-time availability, 40 hours per week

Benefits

Comp & perks

Shift differential (extra $1/hr nights & wkds)
Paid training (typically 1 week from 9:00am–6:00pm EST)
Verified internet service and dedicated work area/equipment requirements provided for business needs