Alerus · 4 days ago
Call Center Specialist - 401(k)
Minnesota, United States
Full-time
Hybrid
Entry Level
$21/hr - $22/hr
1+ years expAlerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan and health benefit participants, providing support and information to address inquiries.
BankingFinancial ServicesVenture Capital
Responsibilities
Answer telephone, email, and chat inquiries from Alerus retirement and health benefit participants promptly and courteously. Show respect and patience to all clients. Inbound calls will cover a wide range of topics, including retirement plan specific provisions, IRS and DOL regulations surrounding retirement and benefits plans, distributions, contributions, investments, balance inquiries, and claim status
Provide professional, accurate and clear communication
Understand and clearly communicate the inquiry and transactional use of the Alerus websites and mobile apps
Maintain up to date financial services, internal systems and software knowledge (AdminWeb, Salesforce, IBM Notes, and Wex) as it pertains to the job
Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants
Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements
Actively maintain knowledge of all Alerus products, services, and processes
Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client
Foster a positive work environment and support co-workers in achievement of departmental goals
Meet performance standards such as quality assurance scores, attendance, and productivity. Proactively notify manager if standards are not met
Qualification
Required
Excellent written/oral communication and organization skills required
Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines
Proven ability to adapt to a fast paced, changing environment centered around technology
Preferred
1+ years business experience in customer service or accounting/bookkeeping preferred
1+ years of experience directly related to financial services preferred
Benefits
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
Company
Alerus
Alerus (Nasdaq: ALRS) is a commercial wealth bank and national retirement services provider.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-09-12IPO
Leadership Team
Al Villalon
Executive Vice President, Chief Financial Officer at Alerus (NASDAQ: ALRS)
Kris Compton
Chief Operating Officer
Recent News
2026-01-05
Morningstar.com
2025-12-30
2025-09-02
Company data provided by crunchbase