Job
Description
Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Lead conversion design sessions with the client and produce design documents and mapping/transformation documents. Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files. Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements. Manage and lead the migration and testing of static data and transaction data for the plan conversion.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for? Working knowledge of Microsoft Access, Excel, SQL and other ETL tools is required. Demonstrated aptitude in data, metrics, analysis and trends and applied knowledge of measurement, statistics and program evaluation. Basic level of understanding of the proprietary systems, administration services, and the related data services. Basic knowledge of conversion reconciliation methodology. Strong organizational and detail orientation skills, ability to work well with both technical and non-technical resources. Proven ability to work independently and with a team in a results/deadline driven environment. 3+ years of experience in US Retirement Services domain – managing services for Defined Contribution plans Minimum 3 years of experience in a data analyst position in the Plan conversion (defined contributions) team with basic professional MS Access Database & SQL query experience preferred Working knowledge of Microsoft Access, Excel, SQL and other ETL tools is required. Ability to manage large data sets (census files, financial/payroll files) for Defined Contribution plans – 401(k), 403(b), 457 Roles and Responsibilities: Lead conversion design sessions with the client and produce design documents and mapping/transformation documents. Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files. Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements. Manage and lead the migration and testing of static data and transaction data for the plan conversion. Effectively communicate the data requirements with the client, record-keeper or project team, negotiate or consult the client or record keeper to best practices and perform a code-based programming solution to achieve a successful data conversion. You are expected to take ownership of each conversion with high quality and consistent on-time results. Have full accountability for the data conversion development life cycle and methodology. This includes project requirements, client acceptance, time line creation, implementation, testing, production activities. Build files that transform massive amounts of data into the client Retirement product requirements and formatting. Develop reports for internal and external business partners using SQL Server, MS Access, Cognos, and Discovery. Perform data migration audits, reconciliation, and exception reporting as necessary. Collaborate with the record-keeper, internal project management, and client data end users. Qualification Any Graduation
