Alight Solutions · 3 days ago
Defined Contributions Customer Solutions Specialist (Licensed)
United States
Full-time
Remote
Mid Level
$40K/yr - $74K/yrAlight Solutions is a company dedicated to championing people and improving lives through innovative benefits solutions. The Licensed DC Customer Solutions Specialist will handle inbound calls, providing financial education and guidance on retirement-related questions and investment options for plan participants.
ConsultingEmployee BenefitsFinanceHuman ResourcesSoftware
No H1B
U.S. Citizen Only
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
Qualification
Required
Possess FINRA Series 6 or 7
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
Use data to persuade and influence customers to objectively guide them
Demonstrate active listening to customers to understand both articulated and unarticulated needs
Must reside in the United States or Puerto Rico
Proof of US citizenship status at time of hire
Preferred
Series 63/65/66 a plus
Benefits
Health coverage options
Wellbeing and support programs
Retirement
Vacation and sick leave
Maternity, paternity & adoption leave
Continuing education and training
Voluntary benefit options
Company
Alight Solutions
Alight Solutions is a cloud-based human capital technology company that offers HR and financial solutions.
Founded in 2017
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.64BKey Investors
Caterpillar Ventures
2023-08-22Post Ipo Secondary· $22.5M
2021-07-06Post Ipo Equity· $1.55B
2021-07-06IPO
Leadership Team
Donna Dorsey
Chief Human Resources Officer
Stephen Rush
Chief Commercial Officer
Recent News
Business Wire
2025-12-18
2025-12-16
Company data provided by crunchbase