Alight Solutions logo
Alight Solutions

Alight Solutions, formerly known as Aon Hewitt, is an information technology and services company that was purchased by Blackstone and relaunched as Alight Solu

Defined Contributions Customer Solutions Specialist

Location

North Carolina

Posted

6 days ago

Salary

$50K - $60K / year

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Defined Contributions 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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