At Alight we believe a companys 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.

Its why were so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health wealth wellbeing absence management and navigation.

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 .

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.

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 Series 6 or 7. Series 63/65/66 a plus.

• 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.

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.

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 its important our benefits care for the whole person. Options include a variety of health coverage options wellbeing and support programs retirement vacation and sick leave maternity paternity & adoption leave continuing education and training as well as a number of voluntary benefit options.

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 Alights 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.

Our commitment to Diversity and Inclusion

Alight is committed to diversity equity and 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 reasonable accommodation is needed please contact .

Diversity 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 addition we take affirmative action to employ and advance in the employment of qualified minorities women 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 a reasonable accommodation/modification by contacting his/her 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 managements 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.