Defined Contributions Customer Solutions Specialist (Licensed) - REMOTE

Jobgether

3d • Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Defined Contributions Customer Solutions Specialist (Licensed). In this role, you will have a significant impact on providing financial education and support to plan participants. You'll assist clients in navigating complex retirement-related questions, working independently to troubleshoot issues, and delivering innovative solutions. Your expertise will help ensure that individuals understand their retirement benefits, fostering a financially secure workforce. This position is perfect for someone who enjoys educating others and possesses strong communication skills.

Requirements

• Possess FINRA Series 6 or 7. Series 63/65/66 a plus.
• Demonstrate Defined Contribution or Qualified Plan experience, with customer service and/or financial services background.
• Possess analytical skills for problem-solving and basic technical troubleshooting.
• Be detail-oriented with a high degree of accuracy and accountability.
• Capable of working in a high-pressure environment with seasonal high volume.
• Utilize conceptual thinking to identify patterns and clarify complex information.
• Demonstrate sustained confidence during challenging interactions.
• Possess ability to ask probing questions to assess customer needs effectively.

Nice To Haves

• Possess FINRA Series 6 or 7. Series 63/65/66 a plus.

Responsibilities

• Handling inbound calls and providing financial education.
• Answering complex questions on investment and payment options available to plan participants.
• Offering guidance on appropriate tools and services.
• Providing information and guidance on the effects of plan distributions, loans, and investment choices.
• 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.

Benefits

• Competitive compensation package.
• Health coverage options, wellbeing and support programs.
• Retirement plan options and paid time off for vacation and sick leave.
• Maternity, paternity, and adoption leave.
• Continuing education and training opportunities.
• Flexible working arrangements to support work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees