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?
1 to 2+ years of experience in US Retirement Services domain ?? Defined Contributions - Managing participant level services
  • Experience in Money Out processes such as Inservice withdrawal, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions. 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?
    Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed
  • Strict adherence 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.
  • Excellent organizational skills with ability identify and prioritize high value transactions.
  • Completing assigned responsibilities and projects within timelines apart from managing daily BAU.Graduate, preferable from commerce background (not mandatory)
  • Experience in the US retirement industry (not mandatory)
  • Open to core Night shifts based on business requirements
  • Good verbal & written communication skills
  • Good typing skill and attention to detail.
    Roles and Responsibilities: Processing monetary and non-monetary transactions for assigned clients\transactions. Ensuring accuracy on transactions processed
  • Strict adherence 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.
  • Excellent organizational skills with ability identify and prioritize high value transactions.
  • Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
    QualificationAny Graduation
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