Defined Contributions Customer Solutions Specialist

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

📋 Description

• Managing incoming calls and delivering financial education.

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

• Providing advice on suitable tools and services.

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

• Operating independently to identify and resolve issues, as well as develop solutions.

• Processing transactional support for plan participants.

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

⛳️ Requirements

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

• Demonstrated experience with Defined Contribution or Qualified Plans.

• Background in customer service and/or financial services.

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

• Detail-oriented with a high level of accuracy and personal accountability.

• Ability to work in a high-pressure environment with seasonal high volume.

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

• Show sustained confidence and resilience during challenging interactions.

• Ability to ask relevant probing questions to better assess customer needs.

• Utilize data to persuade and influence customers for objective guidance.

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

🏝️ Benefits

• Health, dental, and vision coverages starting on Day One.

• Wellbeing programs.

• Retirement plans with contribution matching.

• Generous time off.

• Parental leave.

• Continuing education opportunities.

• Career growth opportunities.