Defined Contributions Customer Solutions Specialist (Licensed)

Alight Solutions

4d

About The Position

This role requires that qualified candidates must reside in the United States or Puerto Rico. Only applicants from these locations will be considered. As part of an industry-leading team, you will help drive results for Alight Clients by delivering innovative and effective solutions as part of our Wealth Customer Care group within Alight. This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payment options for plan participants. It focuses on both qualified and non-qualified retirement plan benefits. Ideal candidates should have a financial background, enjoy educating and supporting others, and possess strong listening, communication, and problem-solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.

Requirements

• Possess FINRA Series 6 or 7.
• 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.
• US Citizenship requirements- as this role supports services provided to the federal government and/or a federal government contractor, proof will be required to verify US citizenship status at time of hire.

Nice To Haves

• Series 63/65/66 a plus.

Responsibilities

• 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.

Benefits

• We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees