Defined Contribution Customer Solutions Specialist
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Job Description
Virtual customer solutions specialist educating Alight retirement plan participants on distributions, loans, investments, and payment options. Handling inbound calls and resolving complex financial questions.
Responsibilities:
- Handle inbound calls and provide financial education
- Answer complex questions about investment and payment options available to plan participants
- Offer guidance on appropriate tools and services
- Provide information and guidance about the effects of plan distributions, loans, investment choices, and other specific plan rules
- Work independently to troubleshoot and research issues and develop solutions
- Process transactional support for plan participants
- Focus guidance on qualified and non-qualified retirement plan benefits
Requirements:
- Qualified 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
- Possess FINRA SIE Certification and able to acquire FINRA Series 6 License and 63 License 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
- Possess ability to ask relevant probing questions to better assess customer needs
- Use data to persuade and influence customers to objectively guide them
- Demonstrate active listening to understand articulated and unarticulated customer needs
- Must have work authorization in the United States without current or future visa sponsorship
Benefits:
- Health, dental and vision coverages starting Day One
- Wellbeing programs
- Retirement plans with contribution matching
- Generous time off
- Parental leave
- Continuing education
- Career growth opportunities
- Flexible working arrangements wherever possible
- Competitive total rewards package
- Background check and hiring-process accommodations where applicable
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