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? 1. 4+ years of experience in US Retirement Services or Financial Services Analytics2. 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? 1. 4+ years of experience in US Retirement Services or Financial Services Analytics2. Understanding of ERISA compliance and retirement plan operations3. Strong understanding of retirement plan types (401k, 403b & 457b) and applicable regulations (ERISA, IRS, etc.)Skillset:

Bachelor??s degree

Experience in the US retirement industry

Open for evening shift

Good verbal & written communication skills

Good typing skill and attention to detail

Good time management skills

Ability to work independently

Strong attention to details and understanding of regulations (ERISA, DOL)

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
 Qualification Any Graduation