Defined Contribution Customer Solutions Specialist

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Manage incoming calls while delivering financial education.

• Address intricate inquiries regarding investment and payment options for plan participants.

• Provide assistance on suitable tools and services.

• Share information and guidance on plan distributions, loans, investment selections, and specific plan regulations.

• Operate independently to identify, investigate issues, and create solutions.

• Handle transactional support for plan participants.

• Offer insights on qualified and non-qualified retirement plan benefits.

⛳️ Requirements

• Must hold FINRA SIE Certification.

• Capable of obtaining FINRA Series 6 License and 63 License within six months of employment.

• Exhibit experience with Defined Contribution or Qualified Plans.

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

• Possess analytical abilities for problem-solving and the capacity to troubleshoot basic technical issues.

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

• Ability to thrive in a high-pressure environment with fluctuating seasonal volumes.

• Employ conceptual thinking to identify trends, apply concepts, and clarify complex information.

• Show sustained confidence and resilience in challenging interactions.

• Capable of asking pertinent probing questions to better understand customer needs.

• Utilize data to persuade and influence customers effectively.

• Demonstrate active listening skills to comprehend both expressed and unexpressed customer needs.

• Must have work authorization in the United States that does not currently or in the future require visa sponsorship.

🏝️ Benefits

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

• Wellbeing programs offered.

• Retirement plans with contribution matching.

• Generous paid time off.

• Parental leave policy.

• Opportunities for continuing education.

• Potential for career advancement.

• Flexible working arrangements where feasible.

• Competitive total rewards package.

• Ongoing education and training provided.