Customer Service Associate

 About The Role  

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 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 resolutionStrict adherence non-disclosure of client information by preserving client confidentiality.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 adhereYou 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 "Must have/ minimum requirement3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services Experience in processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions. 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 to work independently""Must have/ minimum requirement3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 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 to 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.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 resolutionStrict adherence non-disclosure of client information by preserving client confidentiality.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