Customer Service Associate

 About The Role  

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 supportHands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rulesASPPA Certified (Preferred)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 SLAsIdentify potential areas that require additional controlsExcellent 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 followedNA
What are we looking for? NANA

Roles and Responsibilities: Bachelors degreeExperience in the US retirement industry mandatoryOpen core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Ability work independently
 Qualification Any Graduation