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 1.Front-ending the Plan Sponsor communication for LOB providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management2.Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants3.Strict adherence non-disclosure of client information by preserving client confidentiality4.Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes5.Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency
What are we looking for 1.3+ years of experience in US Retirement Services domain Defined Contributions - Managing plan sponsor level communications2.Experience in Plan Sponsor management providing services related to changes/edits in Plans, coordinating with internal business teams, escalation management, part of the team managing relationship with specific plan sponsorsBachelors degreeExperience in the US retirement industryOpen for evening shiftGood verbal written communication skillsGood typing skill and attention to detailGood time management skillsAbility to work independently


Roles and Responsibilities: 1.Front-ending the Plan Sponsor communication for LOB providing white-glove service and acting as the first point of contact with an emphasis on Relationship Management2.Coordinating with transaction processing teams to research the status of pending requests and communicating with the Plan Sponsors/ Consultants3.Strict adherence non-disclosure of client information by preserving client confidentiality4.Liaison with the teams working on setting up of or making changes to the Plan and assisting in project management for such changes5.Providing assistance (voice as well as email) to the Plan Sponsors and Regional Sales Leads with a sense of urgency6.Excellent organizational skills with ability to identify root causes of misses in the process7.Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management.8.Taking active participation in process improvements and automation.9.Ensure Quality Control standards that have been set are adhered to.10.Completing assigned responsibilities and projects within timelines apart from daily BAU11.Support creation of standard operating procedures

 Qualification Any Graduation