Defined Contributions Customer Solutions Specialist - Virtual

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, and possess strong listening, communication, and problem‑solving skills. Knowledge of Defined Contribution and/or Defined Benefit plans is essential.

• Handling inbound calls and providing financial education on complex retirement-related questions.
• Answering questions about 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 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.

• Ability to acquire FINRA Series 6 within 6 months of hire.
• Demonstrate experience with Defined Contribution or Qualified Plans; 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 a high‑pressure environment with seasonal 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 assess customer needs and use data to guide customers.
• Demonstrate active listening to customers to understand articulated and unarticulated needs.

All virtual interviews are conducted on video. The candidate may be required to travel to a physical office location as needed for certain roles. Background checks will be performed as per normal procedures.

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender identity, or any other legally protected characteristic or conduct covered by federal, state, or local law. Alight also takes affirmative action to employ disabled persons, disabled veterans, and other covered veterans.

Candidates with disabilities may request reasonable accommodations in the hiring process. Contact  for assistance.

Comprehensive benefits package including health, dental, vision, retirement plans with contribution matching, and generous time off.

Minimum: 50,000.00 USD
Maximum: 60,000.00 USD