Alight Inc. (NYSE: ALIT) is a leading cloud-based human capital technology and services provider
Defined Contribution Customer Solutions Specialist
Location
Texas
Posted
52 days ago
Salary
$50K - $60K / year
Seniority
Senior
Job Description
Defined Contribution Customer Solutions Specialist
Alight Solutions
• 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.
Job 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.
Benefits
- 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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