$40K-50K a year
Assist retirement plan participants with distribution and account inquiries while providing excellent customer service in a fast-paced environment.
1-2 years of experience in finance or customer service, strong communication skills, basic knowledge of retirement plans, and ability to work in a fast-paced environment.
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 personalized and efficient service. Our team thrives in a dynamic, fast-paced environment where growth and development are encouraged. 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 exceptional customer support. What You'll Do: - You will assist retirement plan participants by answering questions related to their accounts and distributions. - You will provide clear and accurate information to help clients understand their retirement options. - You will manage inbound calls and respond to inquiries in a timely and professional manner. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members and supervisors to resolve complex issues. - You will participate in ongoing training sessions to stay current with industry regulations and company policies. - You will contribute to a positive customer experience by demonstrating empathy and professionalism. What You Bring: - You have at least 1-2 years of experience in finance, customer service, or a related field. - You possess strong communication skills, both verbal and written. - You are comfortable working in a fast-paced, customer-focused environment. - You have basic knowledge of retirement plans and financial products. - You demonstrate strong problem-solving abilities and attention to detail. Bonus Points If You Have: - Experience working in a call center or financial services environment. - Familiarity with retirement plan administration software. - Additional certifications related to finance or retirement planning. - Bilingual language skills. What We Offer: - We offer comprehensive training programs to support your professional growth. - We offer a collaborative and inclusive work culture. - 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