$40K-50K a year
Assist retirement plan participants with distribution and account inquiries while providing excellent customer service and maintaining compliance.
1-2 years of experience in finance or customer service, strong communication skills, multitasking ability, and computer proficiency.
Job Title: Retirement Services Associate Company Overview: Five Star Call Centers is a leading provider of customer service solutions specializing in financial services. With a commitment to excellence and innovation, we support a diverse range of clients by delivering exceptional service and tailored solutions. Our team thrives in a dynamic, fast-paced environment where growth and development are prioritized. Role Overview: As a Retirement Services Associate, you will play a crucial role in assisting retirement plan participants with their distribution and account inquiries. This position combines comprehensive training with hands-on experience, allowing you to develop expertise in retirement services while delivering outstanding customer support. What You'll Do: - You will assist retirement plan participants by addressing their distribution and account-related questions. - You will provide accurate and timely information to ensure participant satisfaction. - You will engage in both classroom and on-the-job training to build your knowledge and skills. - You will collaborate with team members to resolve complex participant issues. - You will maintain detailed records of participant interactions and transactions. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will contribute to continuous improvement initiatives to enhance service quality. What You Bring: - You bring at least 1-2 years of experience in finance, customer service, or a related field. - You have strong communication skills, both verbal and written. - You possess the ability to manage multiple tasks efficiently in a fast-paced environment. - You demonstrate attention to detail and problem-solving capabilities. - You are comfortable using computer systems and software applications. Bonus Points If You Have: - Experience working with retirement plans or financial products. - Knowledge of relevant regulations and compliance standards. - Previous call center or customer service experience. - Certification or coursework related to finance or retirement services. What We Offer: - We offer comprehensive training programs to support your professional growth. - We offer a collaborative and inclusive work environment. - We offer competitive compensation and benefits packages. - We offer opportunities for career advancement within the company. - We offer flexible scheduling options to support work-life balance. Ready to Apply? To join our team as a Retirement Services Associate, please submit your resume and cover letter through our online application portal at www.fivestarcallcenters.com/careers. We look forward to hearing from you!
This job posting was last updated on 10/7/2025