Defined Contributions Customer Solutions Specialist (Licensed) - REMOTE at Jobgether

, , United States -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Education, Customer Service, Problem-Solving, Analytical Skills, Communication Skills, Technical Troubleshooting, Detail-Oriented, High-Pressure Environment, Conceptual Thinking, Probing Questions

Industry

Internet Marketplace Platforms

Description

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. \n Accountabilities 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. 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. 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. \n Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

Responsibilities

The Defined Contributions Customer Solutions Specialist will handle inbound calls and provide financial education to plan participants. They will assist clients with complex retirement-related questions and deliver innovative solutions.