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Defined Contribution Customer Solutions Specialist

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Alight Solutions

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Location:
United States of America , Charlotte, North Carolina

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Contract Type:
Not provided

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Salary:

51000.00 - 65000.00 USD / Year

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:

  • Possess FINRA Series 6 or 7
  • Series 63/65/66 a plus
  • 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
  • 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- proof will be required to verify US citizenship status at time of hire
  • Qualified candidates must reside in the United States or Puerto Rico

Nice to have:

Series 63/65/66 a plus

What we offer:
  • A variety of health coverage options
  • Wellbeing and support programs
  • Retirement
  • Vacation and sick leave
  • Maternity, paternity & adoption leave
  • Continuing education and training
  • A number of voluntary benefit options

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

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