Defined Contribution Customer Solutions Specialist

🕒 July 24

🤠 Texas – Remote

🤠 Texas – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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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

• 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