Defined Contribution Customer Solutions Specialist

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

📋 Description

• Managing incoming calls and delivering financial education.

• Responding to intricate inquiries regarding investment and payment alternatives available to plan participants.

• Providing direction on suitable tools and services.

• Offering information and advice concerning the impacts of plan distributions, loans, investment selections, and other specific plan regulations.

• Working autonomously to troubleshoot and investigate issues while developing effective solutions.

• Processing transactional support for plan participants.

• Concentrating guidance on both qualified and non-qualified retirement plan benefits.

⛳️ Requirements

• Capability to obtain FINRA Series 6 within six months of employment.

• Proven experience in Defined Contribution or Qualified Plans, including customer service and/or financial services experience.

• Strong analytical abilities for problem-solving and troubleshooting basic technical issues.

• Attention to detail with a high level of accuracy and personal responsibility.

• Ability to operate effectively 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 and utilize data to persuade and influence customers objectively.

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

🏝️ Benefits

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

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous time off.

• Parental leave.

• Continuing education opportunities.

• Career growth potential.