Defined Contribution Customer Solutions Specialist - Virtual

About the Role

This role involves handling inbound calls and providing financial education on complex retirement-related questions, investment, and payments 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.
• 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.

• 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 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 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.

Health, dental and vision coverage starting Day One; wellbeing programs; retirement plans with contribution matching; generous time off; parental leave; continuing education; and career growth opportunities.

Minimum: $50,000.00 USD

Maximum: $60,000.00 USD

Alight is an Equal Employment Opportunity employer and does not discriminate based on any protected characteristics. We provide reasonable accommodations for individuals with disabilities. Candidates may request accommodations by contacting  Applicants must have work authorization in the country where they are applying, without the need for future visa sponsorship.