Defined Contribution Customer Solutions Specialist

🕒 July 27

🤠 Texas – Remote

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💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Logo of Alight Solutions

Alight Solutions

10,000+ employees

🤝 B2B

🏥 Healthcare

☁️ SaaS

💰 $22.5M Post-IPO Secondary - Alight Solutions on 2023-08

B2B • Healthcare • SaaS

Alight Solutions is a leading benefits administration provider that delivers health, wealth, leave, and related HR point solutions for large organizations and their employees. The company helps manage benefits administration and human capital-related processes for enterprises, serving many of the world’s largest organizations and over 30 million people. Alight also emphasizes product and technology roles, corporate sustainability, total rewards, and a focus on transforming lives and organizations by maximizing health, financial and work wellbeing.

📋 Description

• Handling inbound calls and providing financial education. • Answering complex questions, investment and payment options available to plan participants. • Offering guidance on appropriate tools and services. • Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules. • Working independently to troubleshoot and research issues, and develop solutions. • Processing transactional support to plan participants. • Focusing guidance on qualified and non-qualified retirement plan benefits.

🎯 Requirements

• Ability to acquire FINRA Series 6 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. Also, use data to persuade and influence customers to objectively guide them. • Demonstrate active listening to customers to understand both articulated and unarticulated needs.

🏖️ 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

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