Specialist Plan Changes
Empower · Bengaluru · onsite · Posted 28d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Job Summary: -
The primary responsibility of Plan Change Team is fulfilling complex plan change requests initiated by clients. This Process deals with Plan level activity where teams make changes in system for plans that are live. Team handles Adding Money Types/Investments, setup Disbursement Rule, Update Vesting, Eligibility and other financial transactions. Perform research and validate plan setup and changes made to plans. Along with it make sure that team adhere to timelines and remain flexible to change in requirements from clients.
Primary Duties and Responsibilities: -
- Responsible for the support and processing of plan level changes as directed by clients and internal stakeholders
- Communicate results and discrepancies, including missing, incomplete, or unclear information or requests to the appropriate individuals for problem solving and clarification
- Strong attention to detail
- Accurately complete assigned Service Requests with service standards
- Perform research and validate plan level changes made to plans
- Handle complex task types with eye to detail while making changes in system
- Delegates inquiries to the appropriate unit for timely resolution
- Work independently with minimal dependency on seniors
- Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously
- Adheres to the standard operations deadlines
- Ability to handle fast paced order processing environment, repetitive duties and ability to embrace change positively
- Compose routine written correspondence and conducts research into problems and inquiries
- Flexible and willing to work U.S. shift hours and rotational shifts based on business requirements.
Background and Qualifications:
- Bachelor s degree, preferably in a business-related field.
- 1.5+ Years of financial services experience
- Minimum of 1 years of experience in any domain, preferably in Retirement Services.
- Excellent time management
- Excellent verbal and written communication
- Prior experience and understanding of various IRS codes: 401(k), 401(a), 403(b), 457, etc.
- Understanding of retirement plan rules and IRS codes preferred
- Ability to facilitate the research and resolution of problems
- Strong attention to detail skills required
Flexible working in US shift and rotational shift based on business requirements
Disclaimer: This job posting and location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
financial transactionsBusiness RequirementsUnclearDisbursementOperating SystemsResearchtime managementoperationsFinancial ServicesOrder Processing
About Empower
Empower
Financial Services
2.2k+
employees
1891
135 years old
Greenwood Village, Colorado
US
₹10.1L PA avg
Avg at Empower
About
Operates in the financial services sector, assisting individuals and organizations in managing savings and investments for retirement.
Industries
Financial ServicesInsurance
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