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 customer service and support for retirement plan participants, utilizing Salesforce and Microsoft Office tools to manage inquiries and transactions effectively. Exhibits strong communication skills and attention to detail while maintaining confidentiality and compliance with relevant laws.

Highest-signal resume keywords

Customer Service ExperienceSalesforce ProficiencyStrong Communication SkillsAttention To DetailUnderstanding Of Employee Benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft OfficeExcelWordOutlookCRM ProficiencyBenefit Distribution KnowledgeDocument ImagingCase ManagementRecord Maintenance

Soft Skills

ProfessionalismEmpathyTeam CollaborationIndependent WorkReliability

Tools & Technologies

AmplifySalesforce Case ManagementWeb-Based Training Tools

Industry Keywords

Retirement PlansBenefit ProgramsComplianceClient SupportCall Center Operations

About the role

Key responsibilities & impact

Support retirement plan participants with distribution and account inquiries
Handle inbound participant calls, emails, and voicemails professionally and provide 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, 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/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 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
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 7:00am–7:00pm CST, Monday through Friday
Full-time availability, 40 hours per week

Benefits

Comp & perks

Paid training, typically 1 week from 8:00am–5:00pm CST
Shift differential: extra $1/hour for nights and weekends
Remote work arrangement for eligible states
Company-provided training and hands-on classroom training
Equipment/workspace requirements specified: dedicated work area and secure high-speed internet