Defined Contribution Customer Solutions Specialist

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Alight Solutions

WebsiteLinkedInAll Job Openings

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

• 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 plan distributions, loans, investment choices and specific plan rules • Work independently to troubleshoot and research issues and develop solutions • Process transactional support for plan participants • Provide guidance on qualified and non-qualified retirement plan benefits

🎯 Requirements

• Possess FINRA SIE Certification • 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 seasonally high volume • Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information • Demonstrate sustained confidence and resilience during difficult interactions • 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 customers to understand articulated and unarticulated needs • Must have work authorization in the United States that does not now or in the future require 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 • Continuing education & training

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