Customer Service Associate

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?
1.2+ years of experience in US Retirement Services domain ?? Defined Contributions ?? Handling Third Party Administrative queries2.Experience in TPA??s management ?? providing services related to general query to their Groups, coordinating with internal business teams, escalation management, part of the team managing relationship with specific Third-Party Administrator, RM??sYou 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 ImplementationProcess of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.
What are we looking for?
1.Managed day-to-day operational interaction with Third-Party Administrator, service providers and external/internal partners2.Act as a primary point of contact for resolving operational issues, escalating matters where necessary, and ensuring timely resolution3.Coordinating with internal processing teams to research the status of pending requests and communicating with the TPA??s, RM??s, DEVP??s & Plan Sponsors/ Consultants4.Strict adherence non-disclosure of client information by preserving client confidentiality5.Excellent organizational skills with ability to identify root causes of misses in the process6.Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management.7.Taking active participation in process improvements and automation.8.Ensure Quality Control standards that have been set are adhered to.9.Completing assigned responsibilities and projects within timelines apart from daily BAU10.Support creation of standard operating procedures
Bachelor??s degreeExperience in the US retirement industryOpen for evening shiftGood verbal & written communication skillsGood typing skill and attention to detailGood time management skillsAbility to work independently Roles and Responsibilities: 1.Managed day-to-day operational interaction with Third-Party Administrator, service providers and external/internal partners2.Act as a primary point of contact for resolving operational issues, escalating matters where necessary, and ensuring timely resolution3.Coordinating with internal processing teams to research the status of pending requests and communicating with the TPA??s, RM??s, DEVP??s & Plan Sponsors/ Consultants4.Strict adherence non-disclosure of client information by preserving client confidentiality5.Excellent organizational skills with ability to identify root causes of misses in the process6.Comply with all client policies, procedures, and Federal/State/Local regulations and escalate issues to the management.7.Taking active participation in process improvements and automation.8.Ensure Quality Control standards that have been set are adhered to.9.Completing assigned responsibilities and projects within timelines apart from daily BAU10.Support creation of standard operating procedures
QualificationAny Graduation