at Alight Solutions LLC in Chicago, Illinois, United States
Job Description
Our story
At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."
Our Values:
Champion People - be empathetic and help create a place where everyone belongs.
Grow with purpose - Be inspired by our higher calling of improving lives.
Be Alight - act with integrity, be real and empower others.
It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.
With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.
Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.
Learn more at careers.alight.com.
Alight is Looking for a Licensed DC Customer Solutions Specialist (FINRA Series 6 or 7 is required)
This role requires that qualified candidates must reside in the United States or Puerto Rico. Only applicants from these locations will be considered.
As part of an industry-leading team, you will help drive results for Alight Clients by delivering innovative and effective solutions as part of our Wealth Customer Care group within Alight.
This role is responsible for handling inbound calls, and providing financial education around complex questions, investment and payment options available to plan participants, including offering guidance on appropriate tools and services. Guidance is primarily focused on qualified and non-qualified retirement plan benefits.
This is an ideal role for people who have a financial background and like to educate and support others with complex retirement decisions. Strong listening and communication skills are required, along with the ability to work independently, troubleshoot and research issues, and develop solutions. This position is best for people with astute knowledge of Defined Contribution and/or Defined Benefit plans, financial acumen, along with superior problem-solving skills.
This role will leverage your knowledge of the following:
Defined Contribution Plans- including working knowledge of general qualified plan requirements. You'll be expected to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules.
Requirements
Strong communication skills will be necessary, including the ability to work well interpersonally with your peers, supervisors, and customers.
Strong analytical skills to problem solving and ability to troubleshoot basic technical problems.
Must be detail oriented with a high degree of accuracy and personal accountability.
Ability to work in high pressure environment with seasonality high volume.
Teamwork will be needed to engage the energies of others on the team
Customer Service, and/or financial experience preferred.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Demonstrate sustained confidence and resilience during challenging interactions
Actively listen to customers to understand both articulated and unarticulated needs
Ability to ask relevant probing questions to better assess customer needs
Use data to persuade and influence customers to objectively guide them
US Citizenship requirements- as this role supports services provided to the federal government and/or a federal government contractor, proof will be required to verify US citizenship status at time of hire.
Education/Experience:
Undergraduate degree or equivalent years of industry experience.
Defined Contribution or Qualified Plan experience
FINRA Series 6 or 7 is required. Series 63/65/66 a plus.
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" 5 years in a row.
Benefits
We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support... For full info follow application link.
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
