Customer Service Associate

1 - 3 years

3 - 5 Lacs

Posted:6 days ago| Platform: Naukri logo

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Job Type

Full Time

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?

2+ years of experience in US Retirement Services domain ?? Defined Contributions -Managing participant level services Experience in Money In processes such as Contributions processing, loan repayments,Indicative data files and manual adjustments, Rollovers contribution, Suspense &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 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?

Roles & Responsibilities:
Processing monetary and non-monetary transactions for assigned clients\transactions.Includes Contributions, loan repayments, Indicative data files and manual adjustments,Rollovers etc. Ensures all items are processed and\or resolved in a time. Supports business in ensuringpositive audit results Complies with all client policies, procedures, and Federal/State/Local regulations andescalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence non-disclosure of client information by preserving client confidentiality. Researching on any queries/ requests sent by the Business Partners/Client Support Teamsand 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. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing daily Bachelor??s degree Experience in the US retirement industry (not mandatory) Open core Night shifts based on business requirements Good verbal & written communication skills Good typing skill and attention to detail. Good time management skills Ability work independently Roles and Responsibilities:
Roles & Responsibilities:
Processing monetary and non-monetary transactions for assigned clients\transactions.Includes Contributions, loan repayments, Indicative data files and manual adjustments,Rollovers etc. Ensures all items are processed and\or resolved in a time. Supports business in ensuringpositive audit results Complies with all client policies, procedures, and Federal/State/Local regulations andescalates issues to the management. Perform research on all processing irregularities and drive issues to resolution Strict adherence non-disclosure of client information by preserving client confidentiality. Researching on any queries/ requests sent by the Business Partners/Client Support Teamsand 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. Excellent organizational skills with ability identify and prioritize high value transactions. Completing assigned responsibilities and projects within timelines apart from managing dailyQualificationAny Graduation

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