# Defined Contribution Customer Solutions Specialist – Virtual Remote from[USA](https://jobicy.com/job-region/usa.md)Salary, yearly, USD 50,000 - 60,000Department [Customer Success](https://jobicy.com/categories/supporting.md) Employment type Full Time, Job posted25 Jun 2026Apply before25 Jul 2026Views / Applies 38 / 14 [About company](https://jobicy.com/company/alight-solutions.md) [Share](#share) About [Alight Solutions](https://jobicy.com/company/alight-solutions.md) Alight Solutions is a leading cloud-based provider of integrated digital human capital and business solutions. * [Human Resources](https://jobicy.com/company-category/human-resources.md) * 2017 Verified job posting This job post has been [manually reviewed](https://jobicy.com/tools/help-center/employee/how-does-jobicy-verify-the-legitimacy-of-remote-job-listings.md) for authenticity and compliance. 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Upgrade to Plus ### AI Summary Alight is hiring a Defined Contribution Customer Solutions Specialist to handle inbound calls and provide financial education on retirement plans. The role involves answering complex questions about investments, payments, and plan rules. Ideal candidates have a financial background, strong communication skills, and knowledge of defined contribution plans. The position requires obtaining a FINRA Series 6 license within six months. This is a virtual role with a comprehensive benefits package. ### Role DNA Job Complexity Easy Hard Pace & Pressure Relaxed Fast-paced Autonomy Level Guided Full Ownership Communication Load Independent Highly Collaborative AI Insight The role requires FINRA licensing and deep knowledge of retirement plans, making it moderately difficult. The need to handle complex inquiries under pressure increases the difficulty. ### Salary Analysis Median Highly Competitive USD55,000US Market USD40k – 70k 0 USD77k AI Insight The offered salary range of $50,000 to $60,000 is within the typical market range for this role. The median of $55,000 is competitive for a virtual position requiring financial expertise. ### Key Skills Defined Contribution Customer Service Financial Education FINRA Series 6 Retirement Plans Analytical Skills Problem Solving Communication Virtual Collaboration Regulatory Compliance ### Cover Letter Sample Dear Hiring Manager, I am excited to apply for the Defined Contribution Customer Solutions Specialist position at Alight. With a background in financial services and a passion for helping people navigate retirement planning, I am confident in my ability to educate plan participants effectively. My experience with defined contribution plans and strong analytical skills align perfectly with the requirements. I look forward to the opportunity to contribute to Alight's mission and help clients build a more financially secure future. Thank you for your consideration. Sincerely, [Your Name] Copy ### Possible Interview Questions Can you describe a time you had to explain a complex financial concept to a distressed customer?I once helped a caller who was confused about their distribution options. I calmly broke down the differences between lump sum and rollover, used analogies, and provided written resources. The customer expressed gratitude and felt confident in their decision.How do you stay current with retirement plan regulations?I subscribe to industry newsletters, attend webinars, and participate in continuing education. For example, I recently completed a course on SECURE Act changes to ensure accurate guidance.What experience do you have with defined contribution plans?In my previous role at a 401(k) provider, I handled daily inquiries about contribution limits, loan provisions, and investment options. I also helped participants project their retirement income using online tools.How would you handle a high-volume period while maintaining quality?I would prioritize urgent calls, use efficient scripting for common queries, and take brief breaks to stay focused. I also document issues to quickly reference past solutions, reducing handle time without sacrificing accuracy.Why do you want to work for Alight specifically?I admire Alight's focus on employee well-being and flexible work environment. The company's reputation for innovation in benefits technology aligns with my career goals, and I want to contribute to a team that champions people. 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.” We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management. Our Benefits With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization. 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” 6 years in a row. Great Place to Work Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards [Click Here.](http://www.alight.com/about) If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight – We invite you to join our team! Learn more at [careers.alight.com](https://careers.alight.com/us/en). 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 * 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. Application and Interview 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 Alight’s 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. Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations. Our commitment to 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 process. If reasonable accommodation is needed, please contact [alightcareers@alight.com](mailto:alightcareers@alight.com). Equal Opportunity 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 law. In addition, we take affirmative action to employ 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 reasonable accommodations/modifications by contacting their 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 management’s 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. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 50,000.00 USD Maximum : 60,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: [Wellbeing and Benefits Selector Page – Alight](https://leplb0920.upoint.ap.alight.com/ah-angular-afirst-web/#/web/alight/cp/wellbeing_and_benefits_selector_page) DISCLAIMER: Nothing in this job description restricts management’s 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. 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 affirmative action employer. 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