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? ?¢3+ years of experience in US Retirement Services domain ?? Defined Contributions - Managing participant level services ?¢2+ years experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity, Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support?¢Hands on with developing process documentation, COPIS, capturing exceptions, process flow, process maps and NIGO rules?¢ASPPA Certified (Preferred)

What are we looking for? ?¢Bachelor??s degree?¢Experience in the US retirement industry mandatory?¢Experience in Leading & Managing teams ?¢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: ?¢Coaching and mentoring others to draw out their skills and expertise?¢Strong leadership skills, with the ability to motivate and inspire team members?¢Strict adherence to 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.?¢Adherence to client SLAs?¢Identify potential areas that require additional controls?¢Excellent organizational skills with ability identify and prioritize high value transactions.?¢Completing assigned responsibilities and projects within timelines apart from managing daily BAU.?¢Creating and updating procedure documents while ensure that the standards are followed
 Qualification Any Graduation