Customer Service Associate

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years
Language - Ability:English(Domestic) - Intermediate



What would you do
3+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services 2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support Hands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rules ASPPA Certified (Preferred)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
Good verbal written communication skills Good typing skill and attention to detail. Good time management skills Ability work independently Bachelors degree Experience in the US retirement industry mandatoryIn this role you are required to solve routine problems, largely through precedent and referral to general guidelinesYour expected interactions are within your own team and direct supervisorYou will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignmentsThe decisions that you make would impact your own workYou will be an individual contributor as a part of a team, with a predetermined, focused scope of workPlease note that this role may require you to work in rotational shifts

Roles Responsibilities:

Strict adherence to 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. Adherence to client SLAs Identify potential areas that require additional controls Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily BAU. Creating and updating procedure documents while ensure that the standards are followed.
QualificationAny Graduation