Defined Contribution Customer Solutions Specialist

Alight Solutions

Handling inbound calls and providing financial education on retirement-related questions for plan participants. Requires financial background and strong communication skills.

Posted 7/24/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing financial education and guidance on retirement plan benefits, with a strong focus on customer service and problem-solving skills. Capable of analyzing complex information and utilizing data to influence customer decisions effectively.

Highest-signal resume keywords

FINRA Series 6 CertificationDefined Contribution ExperienceCustomer Service ExperienceAnalytical Problem SolvingActive Listening Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Detail OrientedHigh Pressure ResilienceConceptual ThinkingProbing QuestionsPersonal Accountability

Certifications & Qualifications

FINRA Series 6

Industry Keywords

Financial EducationRetirement Plan BenefitsPlan DistributionsInvestment ChoicesTransactional Support

About the role

Key responsibilities & impact

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

What you’ll need

Ability to acquire FINRA Series 6 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

Comp & perks

health, dental and vision coverages starting Day One
wellbeing programs
retirement plans with contribution matching
generous time off
parental leave
continuing education
career growth opportunities