Client Service Specialist

Job Description

Responsibilities As a Client Service Specialist, you will be required to be as one of the primary contacts for all communication between Client Service Managers, Client Service Associates, Participants, Plan Sponsors/ Employers etc. You will be required to get accustomed with the overall customer journey and help fill in the required GAP/Information that the processing team would require to either Invest, Payout or make correction to their existing 401 K Retirement plan Description % of Time Spent Transaction Processing 68% Ø Consistently meeting Delivery Expectation with set defined Goals Ø Achieving performance benchmark as laid down by Principal Global Service and strive towards meeting the organizational goal Communication Skills 18% Ø Establish seamless communication with both internal & external stakeholders to obtain information and resolve transactional delays Organizational / Team level initiatives & compliance 18% Ø Actively participate in Organizational & team level initiatives Ø Get skilled and upskilled on the less/mid complex work and be part of the capability structure Qualifications 2+ years of experience in financial process or Bank and is familiar with US shifts Graduates in any discipline but not in BE or B-Tech Understands the retirement environments and are accustomed to their instruments Prioritize and process the daily assigned work to meet the customer service goal Communicate through email, chats, or calls about the ongoing progress and request any information that will help obtain the information to process the transaction to logical closure Follow internal procedures to properly document work on contracts Responsible for gathering data related to different reports on a regular basis ensuring accuracy and timeliness Exposure to below tasks will be preferential - SAFO, Excess Deferral, SPD, Customer Enrollment Kits, Custom Fee Disclosures, DIV/Non Div etc The work will involve servicing contracts and monitoring their transactions Fair usage of RIS, Salesforce, Mainframe & Express Inform Client Service Associate/Consultant of customer concerns or potential problems Develop a working knowledge of plans, contract, and retirement documents and the concepts of 401 K Perform other job-related duties and special projects as required Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements Candidate will be aligned with a back-office transaction processing team who does the direct email communication with the clients for any information needed for further processing. Accustomed to US shift (6.30 pm to 3.30 am IST) Show more Show less