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Alight Solutions
Alight Solutions

Defined Contribution Customer Solutions Specialist - Virtual

US-TX-Texas-Virtual
6+ years exp
Full-time
Posted 3d ago
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Actively Hiring Urgent Opening Direct 1-Click Apply

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Job Description

Our Story

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. 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. 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 http://www.alight.com/about

Click Here.

We invite you to join our team!  Learn more at https://careers.alight.com/us/en careers.alight.com. 

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.

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.

Requirements

  • 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.

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Alight requires all virtual interviews to be conducted on video.  Please be aware that Alight is a camera-on culture and may require occasional travel to of our physical office locations.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact mailto:[email protected] [email protected].

Equal Opportunity Policy Statement

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, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law.   In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request  reasonable accommodations/modifications by contacting their recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Salary Pay Range

Minimum :

50,000.00 USDMaximum :

60,000.00 USD

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: https://leplb0920.upoint.ap.alight.com/ah-angular-afirst-web/#/web/alight/cp/wellbeing_and_benefits_selector_page Wellbeing and Benefits Selector Page - Alight

  • DISCLAIMER:

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.

Key Requirements & Skills

  • 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.

Benefits & Perks

dental and vision coverages starting Day. 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.

Frequently Asked Questions

How to apply for Defined Contribution Customer Solutions Specialist - Virtual at Alight Solutions?

Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.

What is the salary for this role?

Salary details will be discussed during the interview.

What experience is required?

6+ years of experience is required.

Is this position still open?

Yes, currently active and accepting applications.

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Alight Solutions

Alight Solutions

About Us | Alight Skip to content Investors Find your HR website | United States Canada (EN) Canada (FR) Platform Platform Alight Worklife A simple, seamless, integrated and connected employee experience. Alight Worklife, powered by AI Predict the needs, risks and opportunities of your workforce with help from Alight LumenAI, the artificial intelligence engine of the Alight Worklife platform Learn more about Alight LumenAI Solutions Solutions Health Benefits Alight Total Health Benefits Administration Healthcare Navigation Reimbursement Accounts Dependent Eligibility & Compliance Retiree H

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Defined Contribution Customer Solutions Specialist - Virtual

Alight Solutions · US-TX-Texas-Virtual

Apply on Company Website