Customer Service Analyst

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 The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.
You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation
Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.


What are we looking for

Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.

Respond to client service needs and own end to end identified tasks through a centralized service model.

Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations,

Builds institutional knowledge and relationships while enhancing functional understanding of TIAA services and products.

Submits and tracks service request work items appropriately in partnership with business partners.
Graduate (mandatory), preferably from commerce background
Experience in the US retirement industry.
Flexible to work in US Shifts (Across time zones based on business requirement) is a must.
Good verbal written communication skills in English
Good typing skill and attention to detail.
Good working knowledge of MS Excel
Good time management skills
Ability to work independently
US Retirement Services domain Defined Contributions - Institutional Services
Experience in US Monetary Process (Contributions, Distributions, Refunds, Forfeitures, Loans, Adjustments etc.)
US Retirement Middle Office / Plan Level documentation knowledge preferred in addition to experience in participant services.
Knowledge of handling Participant Census data.
Review and updates plan configuration fields.
Good Attention to detail with research and timely resolution ability.
Ability to work in centers of excellence model.
Excellent written communication skills
ASPPA Certified (Preferred)
CRPS (Preferred)


Roles and Responsibilities: Assist Client Facing personnel on middle office and back-office activities.
Support Plan Sponsors and Administrators on plan level activities that include but are not limited to contribution services, withdrawals distributions, loans, reporting Recordkeeping system updates, involuntary distributions and lost earnings calculations
Support clients on research and resolution of issues related to benefit services like Eligibility Services, Online Salary Deferral Enrollments, Auto Services, Vesting calculations.
Support Plan Management activities like Plan Document Services, Plan reporting audit, Adjustments and remediations, Participant escalations, plan focus support.
Assist clients in correction of any plan / participant level data issues.
Co-ordinate between client facing and operations teams to resolve client issues/escalations.


Qualification Any Graduation