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Defined Contributions Customer Solutions Specialis - Virtual
Job in
San Antonio, Bexar County, Texas, 78259, USA
Listed on 2026-09-03
Listing for:
Alight Solutions
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Financial Education Specialist
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.
Responsibilities- 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.
- Possess FINRA SIE Certification and able to acquire FINRA Series 6 License and 63 License 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.
Salary Pay Range:
Minimum: 50,000.00 USD Maximum: 60,000.00 USD
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