Customer Service Analyst

 About The Role  

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 processed transactions.Review and validate participant requests, ensuring all compliance and documentation requirements are met.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.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 ImplementationProcess 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 3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services Mandatory Experience in Money Out processes such as Required minimum distribution, Systematic withdrawal, Inservice withdrawal, Rollover out, Lump Sum Distribution.Graduate, preferable from commerce background (not mandatory)Experience in the US retirement industry (mandatory)Open core Night shifts based on business requirementsGood verbal written communication skillsGood typing skill and attention to detail.Good time management skillsAbility work independently


Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on processed transactions.Review and validate participant requests, ensuring all compliance and documentation requirements are met.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 Graduation