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Defined Contributions Customer Solutions Specialist - Virtual at Alight Solutions - ApplyBlast

Defined Contributions Customer Solutions Specialist - Virtual

Alight Solutions

3 months ago

3.2 on Glassdoor

North Carolina

Hybrid

Full Time

Junior

0 applicants

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About this role

This role involves handling inbound calls to provide financial education on complex retirement-related questions, investments, and payment options for plan participants. Candidates must possess a financial background, strong communication skills, and knowledge of Defined Contribution and/or Defined Benefit plans. The position focuses on guiding qualified and non-qualified retirement plan benefits while troubleshooting issues and processing transactional support.

Responsibilities

Handle inbound calls regarding retirement plan benefits
Provide financial education on investments and payment options
Troubleshoot and research complex plan participant issues
Process transactional support for plan distributions and loans
Guide customers on qualified and non-qualified plan rules

Skills

Qualifications

FINRA Series 6 Certification

About Alight Solutions

alight.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

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Alight works with the best-known brands to create a benefits advantage -- an opportunity to optimize costs while delivering a world-class benefits experience.