Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
What would you do
Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed
Strict adherence non-disclosure of client information by preserving client confidentiality.
Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.
Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.
Taking active participation in process improvements and automation.
Ensure Quality Control standards that have been set are adhered to.
Excellent organizational skills with ability identify and prioritize high value transactions.
Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
What are we looking for
1 to 2+ years of experience in US Retirement Services domain - Defined Contributions - Managing participant level services
Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions.
Graduate, preferable from commerce background (not mandatory)
Experience in the US retirement industry (not mandatory)
Open to core Night shifts based on business requirements
Good verbal & written communication skills
Good typing skill and attention to detail.
Good time management skills
Ability to work independently
Roles and Responsibilities:
Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed
Strict adherence non-disclosure of client information by preserving client confidentiality.
Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.
Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.
Taking active participation in process improvements and automation.
Ensure Quality Control standards that have been set are adhered to.
Excellent organizational skills with ability identify and prioritize high value transactions.
Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
Qualification Any GraduationSourced from naukri
