Defined Contribution Customer Solutions Specialist

This is a fully remote position, open to applicants in Alabama, +40 more locations.

📋 Description

• Manage incoming calls while delivering financial education.

• Respond to intricate inquiries regarding investment and payment options available to plan participants.

• Provide advice on suitable tools and services.

• Share information and guidance about the implications of plan distributions, loans, investment selections, and other specific plan regulations.

• Work autonomously to troubleshoot and investigate issues, developing effective solutions.

• Handle transactional support for plan participants.

• Direct guidance towards qualified and non-qualified retirement plan benefits.

⛳️ Requirements

• Eligible candidates must reside in Connecticut, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington D.C., West Virginia, Alabama, Arkansas, Illinois, Iowa, Kansas, Kentucky, Louisiana, Minnesota, Missouri, Nebraska, North Dakota, Oklahoma, South Dakota, Tennessee, Texas, Wisconsin, Arizona, Idaho, Nevada, New Mexico, Oregon, Utah, or Wyoming.

• Must hold FINRA SIE Certification and be able to obtain FINRA Series 6 License and 63 License within six months of employment.

• Show experience in Defined Contribution or Qualified Plans.

• Background in customer service and/or financial services is required.

• Demonstrate analytical skills for problem-solving and the ability to troubleshoot basic technical issues.

• Attention to detail with a strong emphasis on accuracy and personal accountability.

• Capacity to perform in a high-pressure environment with seasonal high volume.

• Employ conceptual thinking to recognize patterns, apply concepts, and clarify complex information.

• Exhibit sustained confidence and resilience during challenging interactions.

• Ability to ask pertinent probing questions to better understand customer needs.

• Utilize data to persuade and influence customers, providing objective guidance.

• Exhibit active listening to comprehend both articulated and unarticulated customer needs.

• Must possess work authorization in the United States without current or future visa sponsorship.

🏝️ Benefits

• Health, dental, and vision coverage starting from Day One.

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous paid time off.

• Parental leave.

• Continuing education opportunities.

• Opportunities for career advancement.

• Flexible work arrangements where feasible.

• Competitive total rewards package.

• Background check and hiring-process accommodations where applicable.