Defined Contribution Customer Solutions Specialist - Virtual

About the role

This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits.

Responsibilities

• Handling inbound calls and providing financial education.
• Answering complex questions, investment and payment options available to plan participants.
• Offering guidance on appropriate tools and services.
• Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
• Processing transactional support to plan participants.
• Focusing guidance on qualified and non-qualified retirement plan benefits.

Requirements

• Ability to acquire FINRA Series 6 within 6 months of hire.
• Demonstrate Defined Contribution or Qualified Plan experience.
• Experience in customer service, and/or financial services.
• Possess analytical skills for problem solving and ability to troubleshoot basic technical problems.
• Be detail oriented with a high degree of accuracy and personal accountability.
• Able to work in high pressure environment with seasonality high volume.
• Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
• Demonstrate sustained confidence and resilience during difficult interactions.
• Demonstrate active listening to customers to understand both articulated and unarticulated needs.

Qualifications

Ability to acquire FINRA Series 6 within 6 months of hire. Demonstrate Defined Contribution or Qualified Plan experience. Experience in customer service, and/or financial services. Possess analytical skills for problem solving and ability to troubleshoot basic technical problems. Be detail oriented with a high degree of accuracy and personal accountability. Able to work in high pressure environment with seasonality high volume. Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information. Demonstrate sustained confidence and resilience during difficult interactions. Demonstrate active listening to customers to understand both articulated and unarticulated needs.

Skills

Financial background, enjoys educating and supporting others, strong listening, communication, and problem-solving skills, knowledge of Defined Contribution and/or Defined Benefit plans.

Benefits

Comprehensive total rewards package, health, dental and vision coverages starting Day One, wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, career growth opportunities, flexible working arrangements, and a thriving global organization.

Pay

Minimum : 50,000.00 USD
Maximum : 60,000.00 USD

Schedule

Flexible working arrangements considered wherever possible.