Alight
DefinedContributionCustomerSolutionsSpecialist-Virtual
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Defined Contribution Customer Solutions Specialist - Virtual at Alight. Skills: Financial education, Retirement plan benefits guidance, Customer support. Handling inbound calls. Providing financial education”
Industry & Context.
Problem-solving skills; Analytical skills for problem solving; Troubleshoot and research issues; Develop solutions
Occasional travel to one of our physical office locations may be required, Virtual interviews to be conducted on video
What They're Looking For.
Must Have
Ability to acquire FINRA Series 6 within 6 months of hire, Demonstrate Defined Contribution or Qualified Plan experience, Experience in customer Service, Experience in financial services, Possess analytical skills for problem solving, 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
What You'll Do.
Handling inbound calls
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
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
How You'll Work.
Communication Scope
Communication skills
Full Job Description
**Our Story** At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. **Our Benefits** With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization. **Flexible Working** So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row. **Great Place to Work** Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards [**Click Here.**](http://www.alight.com/about) If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight – We invite you to join our team! Learn more at [careers.alight.com](https://careers.alight.com/us/en). **About the Role** 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, a
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