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?
1.4+ years of experience in US Retirement Services or Financial Services Analytics 2.Understanding of ERISA compliance and retirement plan operations3.Strong understanding of retirement plan types (401k, 403b & 457b) and applicable regulations (ERISA, IRS, etc.)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?

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 independentlyStrong attention to details and understanding of regulations (ERISA, DOL)2.Understanding of ERISA compliance and retirement plan operations3.Strong understanding of retirement plan types (401k, 403b & 457b) and applicable regulations (ERISA, IRS, etc.) Roles and Responsibilities: 1.Ensure all Annual Notice are compliant with current regulatory requirements (IRS, DOL, ERISA, Secure act, etc.)2.Prepare, validate and distribute mandatory Annual Notices and other participant communications3.Collaborate with internal teams (Legal, compliance, operations) and external parties (Plan Sponsors, auditors, Financial Advisor)4.Manage notices calendars, regulatory deadlines, and delivery schedule5.Assist with Notice-related client and participant inquiries6.Stay up to date with legislative and regulatory changes affecting retirement plans7.Respond to internal and external inquiries regarding plan documents specific8.Completing assigned responsibilities and projects within timelines apart from daily BAU9.Participate in process improvement initiatives to enhance document creation, review and management
QualificationAny Graduation