Defined Contributions 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. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.

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

• Strong communication and problem-solving skills.
• Knowledge of Defined Contribution and/or Defined Benefit plans.
• Ability to handle high-volume call volumes.
• Ability to troubleshoot and resolve complex issues.
• Ability to provide educational guidance on retirement-related topics.

Benefits

• Comprehensive total rewards package.
• Health, dental, and vision coverages starting Day One.
• Wellbeing programs.
• Roth and Traditional 401(k) plans with contribution matching.
• Generous time off.
• Parental leave.
• Career growth opportunities.

Pay

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

Schedule

Flexible working arrangements are considered wherever possible.

Benefits

• Retirement plans with contribution matching.
• Continuing education & training.
• Tremendous potential with a growing worldwide organization.