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. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.Ensures all items are processed and\or resolved in a time. Supports business in ensuring positive audit resultsComplies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.Perform research on all processing irregularities and drive issues to resolution
What are we looking for "Must have/ minimum requirement3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level servicesExperience in Money In processes such as Contributions processing, loan repayments, Indicative data files and manual adjustments, Rollovers contribution, Suspense Adjustments/Corrections.Skillset:BachelorsdegreeExperience in the US retirement industryOpen 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. Includes Contributions, loan repayments, Indicative data files and manual adjustments, Rollovers etc.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.Support creation procedure documents "

 Qualification Any Graduation