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Defined Contribution Customer Solutions Specialist

United States of America, Virtual Employment contract 50000.00 - 60000.00 USD / Year · Job Posted June 14, 2026
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Job Description

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.

Job Responsibility

  • 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

What we offer

  • 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

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