Customer Service Associate

1 - 3 years

Bengaluru

Posted:1 week ago

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Job Description


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
  • 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 Implementation
  • Problem-solving skills
  • Adaptable and flexible
  • Written and verbal communication
  • Detail orientation
  • Ability to meet deadlines
    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 mandatory.
  • 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.
    Roles and Responsibilities:
  • In this role you are required to solve routine problems, largely through precedent and referral to general guidelines
  • Your expected interactions are within your own team and direct supervisor
  • You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments
  • The decisions that you make would impact your own work
  • You will be an individual contributor as a part of a team, with a predetermined, focused scope of work
  • Please note that this role may require you to work in rotational shifts
    Qualification Any Graduation
  • Skills Required

    Operations Customer service Written communication Retirement Data Typing Improvement Data entry

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    Job Type

    Full Time

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