Defined Contribution Customer Solutions Specialist

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Alight Solutions

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2016

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Alight Solutions is a leading cloud-based human capital technology and services provider serving some of the world's largest organizations and over 35 million people and dependents. The company focuses on transforming lives and organizations by enhancing health, financial, and work wellbeing. Alight offers a wide range of services, including customer care, technology roles, consulting, application services, and business support, with opportunities for virtual or work-from-home positions. The company emphasizes corporate social responsibility and providing a positive impact on clients, colleagues, and communities.

📋 Description

• Handle inbound calls and provide financial education on complex retirement-related questions, investment options, and payment options • Answer complex questions for plan participants • Offer guidance on appropriate tools and services • Explain the effects of plan distributions, loans, investment choices, and specific plan rules • Independently troubleshoot and research issues and develop solutions • Process transactional support for plan participants • Provide guidance on qualified and non-qualified retirement plan benefits • Use probing questions, data, and active listening to assess and guide customer needs

🎯 Requirements

• Possess FINRA SIE Certification • Able to acquire FINRA Series 6 License and Series 63 License within 6 months of hire • Demonstrated Defined Contribution or Qualified Plan experience • Experience in customer service and/or financial services • Analytical skills for problem solving • Ability to troubleshoot basic technical problems • Detail oriented with a high degree of accuracy and personal accountability • Able to work in a high-pressure environment with seasonally high volume • Ability to use conceptual thinking to identify patterns, apply concepts, and clarify complex information • Sustained confidence and resilience during difficult interactions • Ability to ask relevant probing questions to assess customer needs • Ability to use data to persuade and influence customers objectively • Active listening skills to understand articulated and unarticulated customer needs • Work authorization in the Employing Country 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 • Continuing education and training • Reasonable accommodations for the hiring process